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	–	197
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	–	–	0.1%	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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return