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Forward Management’s Stanley Black & Decker SWK Stock Holding History

Forward Management’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
-7,163
Closed -$881K – 238
2016
Q3 		$881K Sell
7,163
-1,634
-19% -$197K 0.07% 121
2016
Q2 		$978K Sell
8,797
-150
-2% -$16.7K 0.08% 112
2016
Q1 		$941K Sell
8,947
-136
-1% -$13.2K 0.08% 122
2015
Q4 		$969K Sell
9,083
-2,063
-19% -$217K 0.08% 131
2015
Q3 		$1.08M Sell
11,146
-45
-0.4% -$4.63K 0.09% 132
2015
Q2 		$1.18M Buy
11,191
+1,084
+11% +$110K 0.07% 157
2015
Q1 		$964K Sell
10,107
-1,980
-16% -$190K 0.06% 174
2014
Q4 		$1.16M Buy
12,087
+1,365
+13% +$126K 0.06% 159
2014
Q3 		$952K Buy
10,722
+608
+6% +$54.4K 0.06% 173
2014
Q2 		$888K Sell
10,114
-485
-5% -$41.3K 0.05% 165
2014
Q1 		$861K Sell
10,599
-5,371
-34% -$431K 0.05% 165
2013
Q4 		$1.29M Sell
15,970
-239
-1% -$19.6K 0.08% 125
2013
Q3 		$1.47M Sell
16,209
-1,089
-6% -$93.3K 0.1% 121
2013
Q2 		$1.34M Buy
+17,298
New +$1.36M 0.11% 128

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
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
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forward Management's SWK Position: Q4 2016 in Review

Forward Management sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 7,163 shares — an estimated $881K sold.

Forward Management first reported a position in SWK in Q2 2013 and held it in 14 quarters. The position peaked at $1.47M in Q3 2013. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

  • Forward Management reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
  • Forward Management sold 7,163 Stanley Black & Decker shares in Q4 2016, an estimated $881K.
  • Forward Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 14 quarters.
  • Forward Management's Stanley Black & Decker position peaked at $1.47M in Q3 2013.
  • 661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Forward Management's 13F filing for Q4 2016, filed 2 Feb 2017.