JMPWA
SWH

JP Morgan Private Wealth Advisors’s Stanley Black & Decker, Inc. SWH Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q4 		– Sell
-1,890
Closed -$208K – 1245
2015
Q3 		$208K Buy
1,890
+60
+3% +$7.03K ﹤0.01% 925
2015
Q2 		$216K Buy
+1,830
New +$214K ﹤0.01% 950

Other funds holding SWH

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SWH Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Stanley Black & Decker, Inc. (SWH) in Q4 2015, closing a stake of 1,890 shares — an estimated $208K sold.

JP Morgan Private Wealth Advisors first reported a position in SWH in Q2 2015 and held it in 2 quarters. The position peaked at $216K in Q2 2015. 41 funds tracked by Wall St. Rank hold SWH as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Stanley Black & Decker, Inc. position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,890 Stanley Black & Decker, Inc. shares in Q4 2015, an estimated $208K.
  • JP Morgan Private Wealth Advisors first reported a position in Stanley Black & Decker, Inc. in Q2 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Stanley Black & Decker, Inc. position peaked at $216K in Q2 2015.
  • 41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.