FFW
SWK icon

Fusion Family Wealth’s Stanley Black & Decker SWK Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-29
Closed -$3K – 400
2016
Q4 		$3K Buy
+29
New +$3.46K ﹤0.01% 342

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fusion Family Wealth's SWK Position: Q1 2017 in Review

Fusion Family Wealth sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 29 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in SWK in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Fusion Family Wealth reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 29 Stanley Black & Decker shares in Q1 2017, an estimated $3K.
  • Fusion Family Wealth first reported a position in Stanley Black & Decker in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Stanley Black & Decker position peaked at $3K in Q4 2016.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.