Gary Goldberg Planning Services’s Stanley Black & Decker SWK Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$12K	Hold	127	–	–	0.01%	340
2014 Q3	$11K	Hold	127	–	–	﹤0.01%	374
2014 Q2	$11K	Hold	127	–	–	﹤0.01%	347
2014 Q1	$10K	Hold	127	–	–	﹤0.01%	332
2013 Q4	$10K	Hold	127	–	–	0.01%	290
2013 Q3	$12K	Hold	127	–	–	0.01%	279
2013 Q2	$10K	Buy	+127	New	+$9.95K	0.01%	299

Other funds holding SWK

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gary Goldberg Planning Services's SWK Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Stanley Black & Decker (SWK) position steady in Q4 2014 at 127 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #340.

Gary Goldberg Planning Services first reported a position in SWK in Q2 2013 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold SWK as of Q4 2014.

Gary Goldberg Planning Services held 127 shares of Stanley Black & Decker worth $12K as of Q4 2014.
Gary Goldberg Planning Services left its Stanley Black & Decker share count unchanged in Q4 2014.
Stanley Black & Decker made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #340 holding.
Gary Goldberg Planning Services first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.