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Bray Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Bray Capital Advisors’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,460
Closed -$214K – 378
2018
Q3 		$214K Hold
1,460
– – 0.09% 133
2018
Q2 		$194K Hold
1,460
– – 0.09% 136
2018
Q1 		$224K Buy
1,460
+60
+4% +$9.74K 0.1% 129
2017
Q4 		$238K Sell
1,400
-200
-13% -$32.7K 0.11% 118
2017
Q3 		$242K Hold
1,600
– – 0.13% 105
2017
Q2 		$225K Hold
1,600
– – 0.12% 105
2017
Q1 		$213K Buy
+1,600
New +$201K 0.12% 107

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bray Capital Advisors's SWK Position: Q4 2018 in Review

Bray Capital Advisors sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 1,460 shares — an estimated $214K sold.

Bray Capital Advisors first reported a position in SWK in Q1 2017 and held it in 7 quarters. The position peaked at $242K in Q3 2017. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

  • Bray Capital Advisors reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
  • Bray Capital Advisors sold 1,460 Stanley Black & Decker shares in Q4 2018, an estimated $214K.
  • Bray Capital Advisors first reported a position in Stanley Black & Decker in Q1 2017 and held it in 7 quarters.
  • Bray Capital Advisors's Stanley Black & Decker position peaked at $242K in Q3 2017.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Bray Capital Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.