Delphi Private Advisors’s Stanley Black & Decker SWK Stock Holding History

Delphi Private 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
2016 Q3	–	Sell	-104	Closed	-$12K	–	537
2016 Q2	$12K	Hold	104	–	–	0.02%	135
2016 Q1	$11K	Hold	104	–	–	0.02%	143
2015 Q4	$11K	Buy	+104	New	+$11K	0.02%	153

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delphi Private Advisors's SWK Position: Q3 2016 in Review

Delphi Private Advisors sold out of Stanley Black & Decker (SWK) in Q3 2016, closing a stake of 104 shares — an estimated $12K sold.

Delphi Private Advisors first reported a position in SWK in Q4 2015 and held it in 3 quarters. The position peaked at $12K in Q2 2016. 656 funds tracked by Wall St. Rank hold SWK as of Q3 2016.

Delphi Private Advisors reported no remaining Stanley Black & Decker position as of Q3 2016 after selling out during the quarter.
Delphi Private Advisors sold 104 Stanley Black & Decker shares in Q3 2016, an estimated $12K.
Delphi Private Advisors first reported a position in Stanley Black & Decker in Q4 2015 and held it in 3 quarters.
Delphi Private Advisors's Stanley Black & Decker position peaked at $12K in Q2 2016.
656 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2016.

Based on Delphi Private Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.