JP Morgan Chase’s Stanley Black & Decker, Inc. SWH Stock Holding History

JP Morgan Chase’s Portfolio SWH Stock Details SWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-31	Closed	-$4K	–	5041
2016 Q2	$4K	Sell	31 -19,723	-100%	-$2.31M	﹤0.01%	4514
2016 Q1	$2.23M	Sell	19,754 -22,000	-53%	-$2.37M	﹤0.01%	2643
2015 Q4	$4.9M	Sell	41,754 -22,092	-35%	-$2.62M	﹤0.01%	2237
2015 Q3	$7.02M	Buy	63,846 +14,057	+28%	+$1.65M	﹤0.01%	2010
2015 Q2	$5.88M	Sell	49,789 -14,829	-23%	-$1.74M	﹤0.01%	2298
2015 Q1	$7.58M	Sell	64,618 -30,116	-32%	-$3.45M	﹤0.01%	2074
2014 Q4	$11.2M	Sell	94,734 -6,678	-7%	-$767K	﹤0.01%	1873
2014 Q3	$11.4M	Buy	101,412 +1,562	+2%	+$178K	﹤0.01%	1817
2014 Q2	$11.4M	Sell	99,850 -9,000	-8%	-$1.01M	﹤0.01%	1688
2014 Q1	$11.7M	Buy	108,850 +7,850	+8%	+$821K	﹤0.01%	1633
2013 Q4	$10.4M	Buy	+101,000	New	+$10.4M	﹤0.01%	1743

Other funds holding SWH

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

JP Morgan Chase's SWH Position: Q3 2016 in Review

JP Morgan Chase sold out of Stanley Black & Decker, Inc. (SWH) in Q3 2016, closing a stake of 31 shares — an estimated $4K sold.

JP Morgan Chase first reported a position in SWH in Q4 2013 and held it in 11 quarters. The position peaked at $11.7M in Q1 2014. 41 funds tracked by Wall St. Rank hold SWH as of Q3 2016.

JP Morgan Chase reported no remaining Stanley Black & Decker, Inc. position as of Q3 2016 after selling out during the quarter.
JP Morgan Chase sold 31 Stanley Black & Decker, Inc. shares in Q3 2016, an estimated $4K.
JP Morgan Chase first reported a position in Stanley Black & Decker, Inc. in Q4 2013 and held it in 11 quarters.
JP Morgan Chase's Stanley Black & Decker, Inc. position peaked at $11.7M in Q1 2014.
41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q3 2016.

Based on JP Morgan Chase's 13F filing for Q3 2016, filed 4 Nov 2016.