Financial Engines Advisors
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Financial Engines Advisors’s Stanley Black & Decker SWK Stock Holding History

Financial Engines 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
Q1 		– Sell
-9
Closed -$2K – 219
2017
Q4 		$2K Buy
+9
New +$1.47K ﹤0.01% 155

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors's SWK Position: Q1 2018 in Review

Financial Engines Advisors sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 9 shares — an estimated $2K sold.

Financial Engines Advisors first reported a position in SWK in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 791 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

  • Financial Engines Advisors reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 9 Stanley Black & Decker shares in Q1 2018, an estimated $2K.
  • Financial Engines Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Stanley Black & Decker position peaked at $2K in Q4 2017.
  • 791 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.