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

Elite 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
2014 Q4	–	Sell	-300	Closed	-$27K	–	398
2014 Q3	$27K	Hold	300	–	–	0.02%	170
2014 Q2	$26K	Hold	300	–	–	0.03%	156
2014 Q1	$24K	Sell	300 -38	-11%	-$3.05K	0.02%	179
2013 Q4	$27K	Buy	338 +38	+13%	+$3.11K	0.02%	235
2013 Q3	$27K	Hold	300	–	–	0.02%	216
2013 Q2	$23K	Buy	+300	New	+$23.5K	0.03%	172

Other funds holding SWK

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Elite Wealth Management's SWK Position: Q4 2014 in Review

Elite Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2014, closing a stake of 300 shares — an estimated $27K sold.

Elite Wealth Management first reported a position in SWK in Q2 2013 and held it in 6 quarters. The position peaked at $27K in Q3 2014. 567 funds tracked by Wall St. Rank hold SWK as of Q4 2014.

Elite Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 300 Stanley Black & Decker shares in Q4 2014, an estimated $27K.
Elite Wealth Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Stanley Black & Decker position peaked at $27K in Q3 2014.
567 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.