Kalos Management’s Stanley Black & Decker SWK Stock Holding History

Kalos 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
2016 Q2	–	Sell	-17,452	Closed	-$1.86M	–	175
2016 Q1	$1.86M	Hold	17,452	–	–	1.55%	13
2015 Q4	$1.86M	Buy	+17,452	New	+$1.84M	1.39%	14

Other funds holding SWK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kalos Management's SWK Position: Q2 2016 in Review

Kalos Management sold out of Stanley Black & Decker (SWK) in Q2 2016, closing a stake of 17,452 shares — an estimated $1.86M sold.

Kalos Management first reported a position in SWK in Q4 2015 and held it in 2 quarters. The position peaked at $1.86M in Q1 2016. 628 funds tracked by Wall St. Rank hold SWK as of Q2 2016.

Kalos Management reported no remaining Stanley Black & Decker position as of Q2 2016 after selling out during the quarter.
Kalos Management sold 17,452 Stanley Black & Decker shares in Q2 2016, an estimated $1.86M.
Kalos Management first reported a position in Stanley Black & Decker in Q4 2015 and held it in 2 quarters.
Kalos Management's Stanley Black & Decker position peaked at $1.86M in Q1 2016.
628 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2016.

Based on Kalos Management's 13F filing for Q2 2016, filed 1 Aug 2016.