FCG Advisors’s Stanley Black & Decker SWK Stock Holding History

FCG 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
2020 Q3	$328K	Sell	2,021 -7	-0.3%	-$1.09K	0.08%	134
2020 Q2	$283K	Buy	2,028 +7	+0.3%	+$845	0.07%	121
2020 Q1	$202K	Hold	2,021	–	–	0.06%	147
2019 Q4	$335K	Buy	2,021 +1	+0%	+$155	0.1%	115
2019 Q3	$292K	Sell	2,020 -23	-1%	-$3.25K	0.09%	118
2019 Q2	$296K	Buy	2,043 +23	+1%	+$3.24K	0.09%	115
2019 Q1	$275K	Hold	2,020	–	–	0.09%	118
2018 Q4	$242K	Hold	2,020	–	–	0.09%	116
2018 Q3	$296K	Hold	2,020	–	–	0.1%	108
2018 Q2	$268K	Buy	2,020 +20	+1%	+$2.88K	0.1%	111
2018 Q1	$306K	Hold	2,000	–	–	0.11%	98
2017 Q4	$339K	Sell	2,000 -142	-7%	-$23.2K	0.13%	86
2017 Q3	$323K	Sell	2,142 -19	-0.9%	-$2.73K	0.12%	88
2017 Q2	$304K	Sell	2,161 -13	-0.6%	-$1.78K	0.1%	109
2017 Q1	$289K	Sell	2,174 -42	-2%	-$5.27K	0.12%	91
2016 Q4	$254K	Hold	2,216	–	–	0.11%	89
2016 Q3	$273K	Hold	2,216	–	–	0.08%	96
2016 Q2	$246K	Buy	+2,216	New	+$246K	0.08%	114

Other funds holding SWK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FCG Advisors's SWK Position: Q3 2020 in Review

FCG Advisors reduced its Stanley Black & Decker (SWK) stake by 0.35% in Q3 2020, selling an estimated $1.09K and leaving 2,021 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #134.

FCG Advisors first reported a position in SWK in Q2 2016 and has held it in 18 quarters since. The position peaked at $339K in Q4 2017. 766 funds tracked by Wall St. Rank hold SWK as of Q3 2020.

FCG Advisors held 2,021 shares of Stanley Black & Decker worth $328K as of Q3 2020.
FCG Advisors sold 7 Stanley Black & Decker shares in Q3 2020, an estimated $1.09K.
Stanley Black & Decker made up 0.08% of FCG Advisors's portfolio in Q3 2020, its #134 holding.
FCG Advisors first reported a position in Stanley Black & Decker in Q2 2016 and has held it in 18 quarters since.
FCG Advisors's Stanley Black & Decker position peaked at $339K in Q4 2017.
766 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.