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

Concert 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
2017
Q2 		– Sell
-3,952
Closed -$449K – 408
2017
Q1 		$449K Sell
3,952
-97
-2% -$12.2K 0.1% 273
2016
Q4 		$459K Buy
4,049
+352
+10% +$41.9K 0.1% 269
2016
Q3 		$456K Sell
3,697
-70
-2% -$8.45K 0.06% 393
2016
Q2 		$416K Sell
3,767
-34
-0.9% -$3.78K 0.06% 382
2016
Q1 		$404K Sell
3,801
-70
-2% -$6.79K 0.05% 393
2015
Q4 		$411K Buy
3,871
+920
+31% +$97K 0.05% 398
2015
Q3 		$288K Sell
2,951
-28
-0.9% -$2.88K 0.04% 497
2015
Q2 		$317K Sell
2,979
-627
-17% -$63.9K 0.04% 472
2015
Q1 		$295K Sell
3,606
-8
-0.2% -$766 0.08% 304
2014
Q4 		$350K Buy
3,614
+751
+26% +$69.3K 0.05% 405
2014
Q3 		$254K Buy
2,863
+76
+3% +$6.79K 0.03% 428
2014
Q2 		$226K Buy
2,787
+232
+9% +$19.8K 0.03% 485
2014
Q1 		$205K Sell
2,555
-25
-1% -$2K 0.03% 508
2013
Q4 		$207K Sell
2,580
-73
-3% -$5.98K 0.03% 487
2013
Q3 		$239K Buy
2,653
+73
+3% +$6.26K 0.03% 435
2013
Q2 		$200K Buy
+2,580
New +$202K 0.03% 457

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concert Wealth Management's SWK Position: Q2 2017 in Review

Concert Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2017, closing a stake of 3,952 shares — an estimated $449K sold.

Concert Wealth Management first reported a position in SWK in Q2 2013 and held it in 16 quarters. The position peaked at $459K in Q4 2016. 701 funds tracked by Wall St. Rank hold SWK as of Q2 2017.

  • Concert Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,952 Stanley Black & Decker shares in Q2 2017, an estimated $449K.
  • Concert Wealth Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Stanley Black & Decker position peaked at $459K in Q4 2016.
  • 701 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.