Cadence Capital Management’s Stanley Black & Decker SWK Stock Holding History

Cadence Capital Management’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 Q3	–	Sell	-4,647	Closed	-$654K	–	722
2017 Q2	$654K	Buy	4,647 +77	+2%	+$10.6K	0.05%	454
2017 Q1	$607K	Buy	+4,570	New	+$573K	0.04%	474
2016 Q3	–	Sell	-12,090	Closed	-$1.34M	–	655
2016 Q2	$1.34M	Buy	+12,090	New	+$1.34M	0.1%	235
2015 Q2	–	Sell	-23,012	Closed	-$2.19M	–	663
2015 Q1	$2.19M	Sell	23,012 -3,322	-13%	-$318K	0.13%	207
2014 Q4	$2.53M	Sell	26,334 -17,559	-40%	-$1.62M	0.15%	189
2014 Q3	$3.9M	Buy	43,893 +6,908	+19%	+$618K	0.21%	142
2014 Q2	$3.25M	Sell	36,985 -1,735	-4%	-$148K	0.16%	255
2014 Q1	$3.15M	Sell	38,720 -7,311	-16%	-$586K	0.13%	284
2013 Q4	$3.71M	Buy	+46,031	New	+$3.77M	0.14%	282

Other funds holding SWK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cadence Capital Management's SWK Position: Q3 2017 in Review

Cadence Capital Management sold out of Stanley Black & Decker (SWK) in Q3 2017, closing a stake of 4,647 shares — an estimated $654K sold.

Cadence Capital Management first reported a position in SWK in Q4 2013 and held it in 9 quarters. The position peaked at $3.9M in Q3 2014. 704 funds tracked by Wall St. Rank hold SWK as of Q3 2017.

Cadence Capital Management reported no remaining Stanley Black & Decker position as of Q3 2017 after selling out during the quarter.
Cadence Capital Management sold 4,647 Stanley Black & Decker shares in Q3 2017, an estimated $654K.
Cadence Capital Management first reported a position in Stanley Black & Decker in Q4 2013 and held it in 9 quarters.
Cadence Capital Management's Stanley Black & Decker position peaked at $3.9M in Q3 2014.
704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2017.

Based on Cadence Capital Management's 13F filing for Q3 2017, filed 9 Nov 2017.