CA
SWP

Crewe Advisors’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Crewe Advisors’s Portfolio SWP Stock Details SWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-161
Closed -$18K – 268
2019
Q4 		$18K Buy
+161
New +$16.8K 0.01% 162

Other funds holding SWP

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Crewe Advisors's SWP Position: Q1 2020 in Review

Crewe Advisors sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q1 2020, closing a stake of 161 shares — an estimated $18K sold.

Crewe Advisors first reported a position in SWP in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 41 funds tracked by Wall St. Rank hold SWP as of Q1 2020.

  • Crewe Advisors reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q1 2020 after selling out during the quarter.
  • Crewe Advisors sold 161 Stanley Black & Decker, Inc. Corporate Units shares in Q1 2020, an estimated $18K.
  • Crewe Advisors first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q4 2019 and held it in 1 quarter.
  • Crewe Advisors's Stanley Black & Decker, Inc. Corporate Units position peaked at $18K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q1 2020.

Based on Crewe Advisors's 13F filing for Q1 2020, filed 7 May 2020.