Calamos Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Calamos Wealth 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
2019 Q1	–	Sell	-16,885	Closed	-$2.02M	–	240
2018 Q4	$2.02M	Buy	+16,885	New	+$2.11M	0.3%	73
2014 Q4	–	Sell	-11,270	Closed	-$1M	–	225
2014 Q3	$1M	Sell	11,270 -4,105	-27%	-$367K	0.29%	119
2014 Q2	$1.35M	Sell	15,375 -850	-5%	-$72.4K	0.39%	98
2014 Q1	$1.32M	Buy	+16,225	New	+$1.3M	0.39%	103

Other funds holding SWK

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

FMI

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

Calamos Wealth Management's SWK Position: Q1 2019 in Review

Calamos Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2019, closing a stake of 16,885 shares — an estimated $2.02M sold.

Calamos Wealth Management first reported a position in SWK in Q1 2014 and held it in 4 quarters. The position peaked at $2.02M in Q4 2018. 718 funds tracked by Wall St. Rank hold SWK as of Q1 2019.

Calamos Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2019 after selling out during the quarter.
Calamos Wealth Management sold 16,885 Stanley Black & Decker shares in Q1 2019, an estimated $2.02M.
Calamos Wealth Management first reported a position in Stanley Black & Decker in Q1 2014 and held it in 4 quarters.
Calamos Wealth Management's Stanley Black & Decker position peaked at $2.02M in Q4 2018.
718 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2019.

Based on Calamos Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.