First New York Securities’s Stanley Black & Decker SWK Stock Holding History

First New York Securities’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 Q4	–	Sell	-30	Closed	-$3.69K	–	187
2016 Q3	$3.69K	Sell	30 -70	-70%	-$8.45K	﹤0.01%	220
2016 Q2	$11.1K	Hold	100	–	–	0.01%	141
2016 Q1	$10.5K	Hold	100	–	–	0.01%	175
2015 Q4	$10.7K	Hold	100	–	–	0.09%	41
2015 Q3	$9.7K	Hold	100	–	–	﹤0.01%	247
2015 Q2	$10.5K	Sell	100 -945	-90%	-$96.3K	0.01%	319
2015 Q1	$99.7K	Buy	1,045 +945	+945%	+$90.5K	0.1%	101
2014 Q4	$9.61K	Hold	100	–	–	0.02%	246
2014 Q3	$8.88K	Buy	+100	New	+$8.94K	0.01%	392

Other funds holding SWK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First New York Securities's SWK Position: Q4 2016 in Review

First New York Securities sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 30 shares — an estimated $3.69K sold.

First New York Securities first reported a position in SWK in Q3 2014 and held it in 9 quarters. The position peaked at $99.7K in Q1 2015. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

First New York Securities reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
First New York Securities sold 30 Stanley Black & Decker shares in Q4 2016, an estimated $3.69K.
First New York Securities first reported a position in Stanley Black & Decker in Q3 2014 and held it in 9 quarters.
First New York Securities's Stanley Black & Decker position peaked at $99.7K in Q1 2015.
661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.