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Halbert Hargrove Global Advisors’s Stanley Black & Decker SWK Stock Holding History

Halbert Hargrove Global 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
2015
Q3 		– Sell
-2,924
Closed -$308K – 154
2015
Q2 		$308K Sell
2,924
-58
-2% -$5.91K 0.07% 130
2015
Q1 		$284K Buy
+2,982
New +$285K 0.09% 146

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $7.03B AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Halbert Hargrove Global Advisors's SWK Position: Q3 2015 in Review

Halbert Hargrove Global Advisors sold out of Stanley Black & Decker (SWK) in Q3 2015, closing a stake of 2,924 shares — an estimated $308K sold.

Halbert Hargrove Global Advisors first reported a position in SWK in Q1 2015 and held it in 2 quarters. The position peaked at $308K in Q2 2015. 600 funds tracked by Wall St. Rank hold SWK as of Q3 2015.

  • Halbert Hargrove Global Advisors reported no remaining Stanley Black & Decker position as of Q3 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,924 Stanley Black & Decker shares in Q3 2015, an estimated $308K.
  • Halbert Hargrove Global Advisors first reported a position in Stanley Black & Decker in Q1 2015 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Stanley Black & Decker position peaked at $308K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.