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Fiduciary Group’s Stanley Black & Decker SWK Stock Holding History

Fiduciary Group’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
Q1 		– Sell
-2,275
Closed -$243K – 181
2015
Q4 		$243K Hold
2,275
– – 0.07% 156
2015
Q3 		$221K Hold
2,275
– – 0.07% 171
2015
Q2 		$239K Buy
+2,275
New +$232K 0.08% 174

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Group's SWK Position: Q1 2016 in Review

Fiduciary Group sold out of Stanley Black & Decker (SWK) in Q1 2016, closing a stake of 2,275 shares — an estimated $243K sold.

Fiduciary Group first reported a position in SWK in Q2 2015 and held it in 3 quarters. The position peaked at $243K in Q4 2015. 613 funds tracked by Wall St. Rank hold SWK as of Q1 2016.

  • Fiduciary Group reported no remaining Stanley Black & Decker position as of Q1 2016 after selling out during the quarter.
  • Fiduciary Group sold 2,275 Stanley Black & Decker shares in Q1 2016, an estimated $243K.
  • Fiduciary Group first reported a position in Stanley Black & Decker in Q2 2015 and held it in 3 quarters.
  • Fiduciary Group's Stanley Black & Decker position peaked at $243K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2016.

Based on Fiduciary Group's 13F filing for Q1 2016, filed 13 May 2016.