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Gofen & Glossberg’s Stanley Black & Decker SWK Stock Holding History

Gofen & Glossberg’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
Q2 		– Sell
-1,250
Closed -$104K – 495
2014
Q1 		$104K Sell
1,250
-100
-7% -$8.02K ﹤0.01% 474
2013
Q4 		$109K Sell
1,350
-4,040
-75% -$331K 0.01% 472
2013
Q3 		$488K Hold
5,390
– – 0.03% 254
2013
Q2 		$417K Buy
+5,390
New +$422K 0.02% 256

Other funds holding SWK

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gofen & Glossberg's SWK Position: Q2 2014 in Review

Gofen & Glossberg sold out of Stanley Black & Decker (SWK) in Q2 2014, closing a stake of 1,250 shares — an estimated $104K sold.

Gofen & Glossberg first reported a position in SWK in Q2 2013 and held it in 4 quarters. The position peaked at $488K in Q3 2013. 544 funds tracked by Wall St. Rank hold SWK as of Q2 2014.

  • Gofen & Glossberg reported no remaining Stanley Black & Decker position as of Q2 2014 after selling out during the quarter.
  • Gofen & Glossberg sold 1,250 Stanley Black & Decker shares in Q2 2014, an estimated $104K.
  • Gofen & Glossberg first reported a position in Stanley Black & Decker in Q2 2013 and held it in 4 quarters.
  • Gofen & Glossberg's Stanley Black & Decker position peaked at $488K in Q3 2013.
  • 544 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2014.

Based on Gofen & Glossberg's 13F filing for Q2 2014, filed 15 Jul 2014.