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

Cornerstone 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
2018 Q4	–	Sell	-664,439	Closed	-$4.24M	–	1047
2018 Q3	$4.24M	Buy	664,439 +613,177	+1,196%	+$87.2M	0.05%	329
2018 Q2	$387K	Buy	51,262 +47,169	+1,152%	+$6.79M	﹤0.01%	1093
2018 Q1	$615K	Sell	4,093 -80	-2%	-$13K	0.12%	175
2017 Q4	$723K	Sell	4,173 -68	-2%	-$11.1K	0.14%	156
2017 Q3	$667K	Sell	4,241 -12	-0.3%	-$1.73K	0.14%	149
2017 Q2	$620K	Buy	4,253 +470	+12%	+$64.5K	0.14%	148
2017 Q1	$495K	Buy	3,783 +814	+27%	+$102K	0.12%	174
2016 Q4	$344K	Hold	2,969	–	–	0.11%	175
2016 Q3	$366K	Buy	+2,969	New	+$358K	0.14%	152

Other funds holding SWK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

FMI

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

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

Cornerstone Wealth Management's SWK Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 664,439 shares — an estimated $4.24M sold.

Cornerstone Wealth Management first reported a position in SWK in Q3 2016 and held it in 9 quarters. The position peaked at $4.24M in Q3 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

Cornerstone Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 664,439 Stanley Black & Decker shares in Q4 2018, an estimated $4.24M.
Cornerstone Wealth Management first reported a position in Stanley Black & Decker in Q3 2016 and held it in 9 quarters.
Cornerstone Wealth Management's Stanley Black & Decker position peaked at $4.24M in Q3 2018.
715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.