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Invictus RG’s Stanley Black & Decker SWK Stock Holding History

Invictus RG’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
Q3 		– Sell
-951
Closed -$134K – 697
2017
Q2 		$134K Buy
+951
New +$130K 0.1% 354
2016
Q4 		– Sell
-132
Closed -$16K – 764
2016
Q3 		$16K Buy
+132
New +$15.9K 0.01% 591

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Invictus RG's SWK Position: Q3 2017 in Review

Invictus RG sold out of Stanley Black & Decker (SWK) in Q3 2017, closing a stake of 951 shares — an estimated $134K sold.

Invictus RG first reported a position in SWK in Q3 2016 and held it in 2 quarters. The position peaked at $134K in Q2 2017. 704 funds tracked by Wall St. Rank hold SWK as of Q3 2017.

  • Invictus RG reported no remaining Stanley Black & Decker position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 951 Stanley Black & Decker shares in Q3 2017, an estimated $134K.
  • Invictus RG first reported a position in Stanley Black & Decker in Q3 2016 and held it in 2 quarters.
  • Invictus RG's Stanley Black & Decker position peaked at $134K in Q2 2017.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.