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

Jacobus 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
2014
Q3 		– Sell
-1,945
Closed -$171K – 320
2014
Q2 		$171K Sell
1,945
-78
-4% -$6.65K 0.04% 235
2014
Q1 		$164K Buy
2,023
+503
+33% +$40.3K 0.04% 239
2013
Q4 		$123K Hold
1,520
– – 0.04% 268
2013
Q3 		$138K Hold
1,520
– – 0.05% 212
2013
Q2 		$117K Buy
+1,520
New +$119K 0.04% 217

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jacobus Wealth Management's SWK Position: Q3 2014 in Review

Jacobus Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2014, closing a stake of 1,945 shares — an estimated $171K sold.

Jacobus Wealth Management first reported a position in SWK in Q2 2013 and held it in 5 quarters. The position peaked at $171K in Q2 2014. 537 funds tracked by Wall St. Rank hold SWK as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,945 Stanley Black & Decker shares in Q3 2014, an estimated $171K.
  • Jacobus Wealth Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 5 quarters.
  • Jacobus Wealth Management's Stanley Black & Decker position peaked at $171K in Q2 2014.
  • 537 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2014.

Based on Jacobus Wealth Management's 13F filing for Q3 2014, filed 30 Oct 2014.