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FormulaFolio Investments’s Stanley Black & Decker SWK Stock Holding History

FormulaFolio Investments’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
-6,795
Closed -$1.15M – 300
2017
Q4 		$1.15M Sell
6,795
-195
-3% -$31.9K 0.08% 90
2017
Q3 		$1.05M Buy
6,990
+127
+2% +$18.3K 0.08% 75
2017
Q2 		$966K Buy
+6,863
New +$941K 0.09% 72

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

FormulaFolio Investments's SWK Position: Q1 2018 in Review

FormulaFolio Investments sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 6,795 shares — an estimated $1.15M sold.

FormulaFolio Investments first reported a position in SWK in Q2 2017 and held it in 3 quarters. The position peaked at $1.15M in Q4 2017. 791 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

  • FormulaFolio Investments reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
  • FormulaFolio Investments sold 6,795 Stanley Black & Decker shares in Q1 2018, an estimated $1.15M.
  • FormulaFolio Investments first reported a position in Stanley Black & Decker in Q2 2017 and held it in 3 quarters.
  • FormulaFolio Investments's Stanley Black & Decker position peaked at $1.15M in Q4 2017.
  • 791 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on FormulaFolio Investments's 13F filing for Q1 2018, filed 1 May 2018.