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Investment Centers of America’s Stanley Black & Decker SWK Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-1,410
Closed -$213K – 434
2017
Q3 		$213K Buy
+1,410
New +$203K 0.02% 524
2017
Q2 		– Sell
-1,826
Closed -$243K – 649
2017
Q1 		$243K Buy
+1,826
New +$229K 0.02% 522
2016
Q2 		– Sell
-2,030
Closed -$213K – 550
2016
Q1 		$213K Buy
+2,030
New +$197K 0.02% 447

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Investment Centers of America's SWK Position: Q4 2017 in Review

Investment Centers of America sold out of Stanley Black & Decker (SWK) in Q4 2017, closing a stake of 1,410 shares — an estimated $213K sold.

Investment Centers of America first reported a position in SWK in Q1 2016 and held it in 3 quarters. The position peaked at $243K in Q1 2017. 796 funds tracked by Wall St. Rank hold SWK as of Q4 2017.

  • Investment Centers of America reported no remaining Stanley Black & Decker position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 1,410 Stanley Black & Decker shares in Q4 2017, an estimated $213K.
  • Investment Centers of America first reported a position in Stanley Black & Decker in Q1 2016 and held it in 3 quarters.
  • Investment Centers of America's Stanley Black & Decker position peaked at $243K in Q1 2017.
  • 796 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.