CT Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

CT Financial Advisors’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	$200K	Hold	1,503	–	–	0.12%	152
2016 Q4	$172K	Hold	1,503	–	–	0.11%	155
2016 Q3	$185K	Hold	1,503	–	–	0.11%	154
2016 Q2	$167K	Hold	1,503	–	–	0.1%	157
2016 Q1	$158K	Hold	1,503	–	–	0.09%	170
2015 Q4	$160K	Sell	1,503 -37	-2%	-$3.9K	0.09%	167
2015 Q3	$149K	Hold	1,540	–	–	0.09%	167
2015 Q2	$162K	Hold	1,540	–	–	0.09%	172
2015 Q1	$147K	Hold	1,540	–	–	0.08%	186
2014 Q4	$148K	Buy	+1,540	New	+$142K	0.11%	138
2014 Q1	$147K	Buy	+1,540	New	+$123K	0.08%	186

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

CT Financial Advisors's SWK Position: Q1 2017 in Review

CT Financial Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2017 at 1,503 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #152.

CT Financial Advisors first reported a position in SWK in Q1 2014 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

CT Financial Advisors held 1,503 shares of Stanley Black & Decker worth $200K as of Q1 2017.
CT Financial Advisors left its Stanley Black & Decker share count unchanged in Q1 2017.
Stanley Black & Decker made up 0.12% of CT Financial Advisors's portfolio in Q1 2017, its #152 holding.
CT Financial Advisors first reported a position in Stanley Black & Decker in Q1 2014 and has held it in 11 quarters since.
668 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.