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 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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cornerstone Wealth Management's SWK Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its Stanley Black & Decker (SWK) stake by 1.9% in Q1 2018, selling an estimated $13K and leaving 4,093 shares worth $615K. The position accounts for 0.12% of the portfolio, ranked #175.

Cornerstone Wealth Management first reported a position in SWK in Q3 2016 and has held it in 7 quarters since. The position peaked at $723K in Q4 2017. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

Cornerstone Wealth Management held 4,093 shares of Stanley Black & Decker worth $615K as of Q1 2018.
Cornerstone Wealth Management sold 80 Stanley Black & Decker shares in Q1 2018, an estimated $13K.
Stanley Black & Decker made up 0.12% of Cornerstone Wealth Management's portfolio in Q1 2018, its #175 holding.
Cornerstone Wealth Management first reported a position in Stanley Black & Decker in Q3 2016 and has held it in 7 quarters since.
Cornerstone Wealth Management's Stanley Black & Decker position peaked at $723K in Q4 2017.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.