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Bridges Investment Counsel’s Stanley Black & Decker SWK Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$221K Sell
1,302
-50
-4% -$8.18K 0.12% 122
2017
Q3 		$204K Sell
1,352
-3,334
-71% -$479K 0.11% 125
2017
Q2 		$660K Buy
4,686
+2,045
+77% +$280K 0.15% 103
2017
Q1 		$351K Sell
2,641
-2,235
-46% -$280K 0.1% 105
2016
Q4 		$559K Buy
4,876
+56
+1% +$6.67K 0.14% 109
2016
Q3 		$593K Hold
4,820
– – 0.12% 108
2016
Q2 		$536K Sell
4,820
-160
-3% -$17.8K 0.12% 111
2016
Q1 		$524K Sell
4,980
-3,877
-44% -$376K 0.11% 110
2015
Q4 		$933K Hold
8,857
– – 0.16% 86
2015
Q3 		$933K Buy
8,857
+3,777
+74% +$389K 0.16% 86
2015
Q2 		$535K Hold
5,080
– – 0.13% 114
2015
Q1 		$484K Buy
5,080
+85
+2% +$8.14K 0.11% 123
2014
Q4 		$480K Buy
4,995
+5
+0.1% +$461 0.11% 124
2014
Q3 		$443K Sell
4,990
-205
-4% -$18.3K 0.1% 123
2014
Q2 		$456K Sell
5,195
-3,300
-39% -$281K 0.1% 127
2014
Q1 		$690K Sell
8,495
-1,075
-11% -$86.2K 0.16% 108
2013
Q4 		$772K Buy
9,570
+50
+0.5% +$4.09K 0.18% 105
2013
Q3 		$862K Sell
9,520
-400
-4% -$34.3K 0.21% 101
2013
Q2 		$766K Buy
+9,920
New +$777K 0.2% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bridges Investment Counsel's SWK Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Stanley Black & Decker (SWK) stake by 3.7% in Q4 2017, selling an estimated $8.18K and leaving 1,302 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #122.

Bridges Investment Counsel first reported a position in SWK in Q2 2013 and has held it in 19 quarters since. The position peaked at $933K in Q4 2015. 795 funds tracked by Wall St. Rank hold SWK as of Q4 2017.

  • Bridges Investment Counsel held 1,302 shares of Stanley Black & Decker worth $221K as of Q4 2017.
  • Bridges Investment Counsel sold 50 Stanley Black & Decker shares in Q4 2017, an estimated $8.18K.
  • Stanley Black & Decker made up 0.12% of Bridges Investment Counsel's portfolio in Q4 2017, its #122 holding.
  • Bridges Investment Counsel first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Stanley Black & Decker position peaked at $933K in Q4 2015.
  • 795 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.