Fusion Investment Group’s Stanley Black & Decker SWK Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-235	Closed	-$23K	–	140
2015 Q3	$23K	Hold	235	–	–	0.05%	105
2015 Q2	$25K	Buy	+235	New	+$23.9K	0.02%	140
2014 Q4	–	Sell	-255	Closed	-$23K	–	188
2014 Q3	$23K	Hold	255	–	–	0.02%	139
2014 Q2	$22K	Hold	255	–	–	0.02%	157
2014 Q1	$21K	Hold	255	–	–	0.02%	157
2013 Q4	$21K	Buy	+255	New	+$20.9K	0.02%	171

Other funds holding SWK

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BIT

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

FMI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fusion Investment Group's SWK Position: Q4 2015 in Review

Fusion Investment Group sold out of Stanley Black & Decker (SWK) in Q4 2015, closing a stake of 235 shares — an estimated $23K sold.

Fusion Investment Group first reported a position in SWK in Q4 2013 and held it in 6 quarters. The position peaked at $25K in Q2 2015. 619 funds tracked by Wall St. Rank hold SWK as of Q4 2015.

Fusion Investment Group reported no remaining Stanley Black & Decker position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 235 Stanley Black & Decker shares in Q4 2015, an estimated $23K.
Fusion Investment Group first reported a position in Stanley Black & Decker in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's Stanley Black & Decker position peaked at $25K in Q2 2015.
619 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.