Jupiter Asset Management’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Jupiter Asset Management’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-42,000	Closed	-$48K	–	263
2018 Q1	$48K	Hold	42,000	–	–	﹤0.01%	228
2017 Q4	$5.17M	Buy	+42,000	New	+$5.03M	0.15%	154
2017 Q3	–	Hold	0	–	–	–	162
2017 Q2	–	Hold	0	–	–	–	168

Other funds holding SWP

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Jupiter Asset Management's SWP Position: Q2 2018 in Review

Jupiter Asset Management sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q2 2018, closing a stake of 42,000 shares — an estimated $48K sold.

Jupiter Asset Management first reported a position in SWP in Q4 2017 and held it in 2 quarters. The position peaked at $5.17M in Q4 2017. 44 funds tracked by Wall St. Rank hold SWP as of Q2 2018.

Jupiter Asset Management reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q2 2018 after selling out during the quarter.
Jupiter Asset Management sold 42,000 Stanley Black & Decker, Inc. Corporate Units shares in Q2 2018, an estimated $48K.
Jupiter Asset Management first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q4 2017 and held it in 2 quarters.
Jupiter Asset Management's Stanley Black & Decker, Inc. Corporate Units position peaked at $5.17M in Q4 2017.
44 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q2 2018.

Based on Jupiter Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.