Calvert Investment Management’s Stanley Black & Decker SWK Stock Holding History

Calvert Investment 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 Q1	–	Sell	-11,866	Closed	-$1.36M	–	530
2016 Q4	$1.36M	Sell	11,866 -936	-7%	-$112K	0.05%	338
2016 Q3	$1.57M	Buy	12,802 +742	+6%	+$89.6K	0.06%	322
2016 Q2	$1.34M	Buy	12,060 +386	+3%	+$42.9K	0.05%	312
2016 Q1	$1.23M	Buy	11,674 +1,494	+15%	+$145K	0.05%	287
2015 Q4	$1.09M	Buy	10,180 +2,409	+31%	+$254K	0.05%	286
2015 Q3	$754K	Buy	7,771 +431	+6%	+$44.4K	0.04%	275
2015 Q2	$772K	Buy	7,340 +488	+7%	+$49.7K	0.03%	285
2015 Q1	$653K	Buy	6,852 +656	+11%	+$62.8K	0.04%	291
2014 Q4	$595K	Buy	6,196 +467	+8%	+$43.1K	0.04%	298
2014 Q3	$509K	Buy	+5,729	New	+$512K	0.04%	313

Other funds holding SWK

JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calvert Investment Management's SWK Position: Q1 2017 in Review

Calvert Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 11,866 shares — an estimated $1.36M sold.

Calvert Investment Management first reported a position in SWK in Q3 2014 and held it in 10 quarters. The position peaked at $1.57M in Q3 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

Calvert Investment Management reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 11,866 Stanley Black & Decker shares in Q1 2017, an estimated $1.36M.
Calvert Investment Management first reported a position in Stanley Black & Decker in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's Stanley Black & Decker position peaked at $1.57M in Q3 2016.
669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.