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Jackson Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Jackson Wealth Management’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
2018
Q1 		– Sell
-11,716
Closed -$2.03M – 101
2017
Q4 		$2.03M Buy
11,716
+142
+1% +$23.2K 0.52% 59
2017
Q3 		$1.8M Buy
11,574
+1,067
+10% +$153K 0.49% 50
2017
Q2 		$1.47M Buy
+10,507
New +$1.44M 0.46% 55

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Wealth Management's SWK Position: Q1 2018 in Review

Jackson Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 11,716 shares — an estimated $2.03M sold.

Jackson Wealth Management first reported a position in SWK in Q2 2017 and held it in 3 quarters. The position peaked at $2.03M in Q4 2017. 791 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

  • Jackson Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 11,716 Stanley Black & Decker shares in Q1 2018, an estimated $2.03M.
  • Jackson Wealth Management first reported a position in Stanley Black & Decker in Q2 2017 and held it in 3 quarters.
  • Jackson Wealth Management's Stanley Black & Decker position peaked at $2.03M in Q4 2017.
  • 791 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on Jackson Wealth Management's 13F filing for Q1 2018, filed 3 May 2018.