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Geneva Advisors’s Stanley Black & Decker SWK Stock Holding History

Geneva Advisors’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
-1,697
Closed -$209K – 804
2016
Q3 		$209K Buy
+1,697
New +$205K ﹤0.01% 653

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 $3.38T AUM 44.17% 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

Geneva Advisors's SWK Position: Q4 2016 in Review

Geneva Advisors sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 1,697 shares — an estimated $209K sold.

Geneva Advisors first reported a position in SWK in Q3 2016 and held it in 1 quarter. The position peaked at $209K in Q3 2016. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

  • Geneva Advisors reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
  • Geneva Advisors sold 1,697 Stanley Black & Decker shares in Q4 2016, an estimated $209K.
  • Geneva Advisors first reported a position in Stanley Black & Decker in Q3 2016 and held it in 1 quarter.
  • Geneva Advisors's Stanley Black & Decker position peaked at $209K in Q3 2016.
  • 661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Geneva Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.