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

FDx 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
2018
Q3 		– Sell
-2,888
Closed -$384K – 943
2018
Q2 		$384K Sell
2,888
-9,095
-76% -$1.31M 0.01% 636
2018
Q1 		$1.84M Sell
11,983
-3,221
-21% -$523K 0.05% 310
2017
Q4 		$2.58M Buy
15,204
+47
+0.3% +$7.69K 0.07% 241
2017
Q3 		$2.29M Sell
15,157
-421
-3% -$60.5K 0.06% 275
2017
Q2 		$2.19M Sell
15,578
-4,488
-22% -$616K 0.06% 270
2017
Q1 		$2.67M Buy
20,066
+350
+2% +$43.9K 0.08% 231
2016
Q4 		$2.26M Buy
19,716
+6,137
+45% +$731K 0.07% 261
2016
Q3 		$1.67M Buy
13,579
+3,264
+32% +$394K 0.07% 251
2016
Q2 		$1.15M Sell
10,315
-534
-5% -$59.4K 0.05% 316
2016
Q1 		$1.14M Sell
10,849
-767
-7% -$74.4K 0.05% 322
2015
Q4 		$1.24M Buy
11,616
+3,037
+35% +$320K 0.06% 291
2015
Q3 		$832K Sell
8,579
-7,660
-47% -$789K 0.07% 296
2015
Q2 		$1.71M Buy
16,239
+5,239
+48% +$534K 0.08% 215
2015
Q1 		$1.05M Buy
11,000
+7,815
+245% +$748K 0.02% 578
2014
Q4 		$306K Sell
3,185
-14,739
-82% -$1.36M 0.02% 709
2014
Q3 		$1.59M Buy
17,924
+1,799
+11% +$161K 0.1% 197
2014
Q2 		$1.42M Buy
+16,125
New +$1.37M 0.09% 237
2014
Q1 		– Sell
-3,799
Closed -$307K – 784
2013
Q4 		$307K Sell
3,799
-485
-11% -$39.7K 0.03% 518
2013
Q3 		$388K Sell
4,284
-247
-5% -$21.2K 0.05% 356
2013
Q2 		$350K Buy
+4,531
New +$355K 0.05% 341

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

FDx Advisors's SWK Position: Q3 2018 in Review

FDx Advisors sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 2,888 shares — an estimated $384K sold.

FDx Advisors first reported a position in SWK in Q2 2013 and held it in 20 quarters. The position peaked at $2.67M in Q1 2017. 722 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • FDx Advisors reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 2,888 Stanley Black & Decker shares in Q3 2018, an estimated $384K.
  • FDx Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 20 quarters.
  • FDx Advisors's Stanley Black & Decker position peaked at $2.67M in Q1 2017.
  • 722 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.