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Guardian Investor Services’s Stanley Black & Decker SWK Stock Holding History

Guardian Investor 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
2015
Q1 		$103K Hold
1,079
– – 0.08% 287
2014
Q4 		$104K Sell
1,079
-28
-3% -$2.58K 0.08% 285
2014
Q3 		$98K Sell
1,107
-51
-4% -$4.56K 0.08% 292
2014
Q2 		$102K Sell
1,158
-39
-3% -$3.32K 0.08% 304
2014
Q1 		$97K Sell
1,197
-86
-7% -$6.9K 0.08% 317
2013
Q4 		$104K Sell
1,283
-19
-1% -$1.55K 0.08% 305
2013
Q3 		$118K Hold
1,302
– – 0.1% 249
2013
Q2 		$101K Buy
+1,302
New +$102K 0.09% 281

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 $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Guardian Investor Services's SWK Position: Q1 2015 in Review

Guardian Investor Services held its Stanley Black & Decker (SWK) position steady in Q1 2015 at 1,079 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #287.

Guardian Investor Services first reported a position in SWK in Q2 2013 and has held it in 8 quarters since. The position peaked at $118K in Q3 2013. 566 funds tracked by Wall St. Rank hold SWK as of Q1 2015.

  • Guardian Investor Services held 1,079 shares of Stanley Black & Decker worth $103K as of Q1 2015.
  • Guardian Investor Services left its Stanley Black & Decker share count unchanged in Q1 2015.
  • Stanley Black & Decker made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #287 holding.
  • Guardian Investor Services first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Stanley Black & Decker position peaked at $118K in Q3 2013.
  • 566 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.