IRM
SWU

Income Research & Management’s STANLEY BLACK & DECKER INC CORP UNIT SWU Stock Holding History

Income Research & Management’s Portfolio SWU Stock Details SWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-17,450
Closed -$2.21M – 36
2014
Q1 		$2.21M Hold
17,450
– – 0.31% 32
2013
Q4 		$2.15M Hold
17,450
– – 0.35% 33
2013
Q3 		$2.4M Buy
17,450
+450
+3% +$60.5K 0.4% 31
2013
Q2 		$2.26M Buy
+17,000
New +$2.19M 0.42% 32

Other funds holding SWU

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
STC
SEI Trust Company Oaks, Pennsylvania $10.3B AUM 18.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Income Research & Management's SWU Position: Q2 2014 in Review

Income Research & Management sold out of STANLEY BLACK & DECKER INC CORP UNIT (SWU) in Q2 2014, closing a stake of 17,450 shares — an estimated $2.21M sold.

Income Research & Management first reported a position in SWU in Q2 2013 and held it in 4 quarters. The position peaked at $2.4M in Q3 2013. 38 funds tracked by Wall St. Rank hold SWU as of Q2 2014.

  • Income Research & Management reported no remaining STANLEY BLACK & DECKER INC CORP UNIT position as of Q2 2014 after selling out during the quarter.
  • Income Research & Management sold 17,450 STANLEY BLACK & DECKER INC CORP UNIT shares in Q2 2014, an estimated $2.21M.
  • Income Research & Management first reported a position in STANLEY BLACK & DECKER INC CORP UNIT in Q2 2013 and held it in 4 quarters.
  • Income Research & Management's STANLEY BLACK & DECKER INC CORP UNIT position peaked at $2.4M in Q3 2013.
  • 38 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER INC CORP UNIT as of Q2 2014.

Based on Income Research & Management's 13F filing for Q2 2014, filed 14 Aug 2014.