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Independent Portfolio Consultants’s Stanley Black & Decker SWK Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$139K Buy
986
+461
+88% +$63.2K 0.06% 365
2017
Q1 		$70K Sell
525
-160
-23% -$20.1K 0.02% 512
2016
Q4 		$79K Buy
685
+50
+8% +$5.96K 0.03% 483
2016
Q3 		$78K Buy
+635
New +$76.7K 0.02% 478
2015
Q2 		– Sell
-19
Closed -$2K – 1020
2015
Q1 		$2K Buy
+19
New +$1.82K ﹤0.01% 886

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
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

Independent Portfolio Consultants's SWK Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Stanley Black & Decker (SWK) stake by 88% in Q2 2017, buying an estimated $63.2K and bringing the position to 986 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #365.

Independent Portfolio Consultants first reported a position in SWK in Q1 2015 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold SWK as of Q2 2017.

  • Independent Portfolio Consultants held 986 shares of Stanley Black & Decker worth $139K as of Q2 2017.
  • Independent Portfolio Consultants bought 461 Stanley Black & Decker shares in Q2 2017, an estimated $63.2K.
  • Stanley Black & Decker made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #365 holding.
  • Independent Portfolio Consultants first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 5 quarters since.
  • 701 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.