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Kanaly Trust’s Stanley Black & Decker SWK Stock Holding History

Kanaly Trust’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
2015
Q1 		– Sell
-4,926
Closed -$473K – 727
2014
Q4 		$473K Buy
+4,926
New +$454K 0.09% 116

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Kanaly Trust's SWK Position: Q1 2015 in Review

Kanaly Trust sold out of Stanley Black & Decker (SWK) in Q1 2015, closing a stake of 4,926 shares — an estimated $473K sold.

Kanaly Trust first reported a position in SWK in Q4 2014 and held it in 1 quarter. The position peaked at $473K in Q4 2014. 566 funds tracked by Wall St. Rank hold SWK as of Q1 2015.

  • Kanaly Trust reported no remaining Stanley Black & Decker position as of Q1 2015 after selling out during the quarter.
  • Kanaly Trust sold 4,926 Stanley Black & Decker shares in Q1 2015, an estimated $473K.
  • Kanaly Trust first reported a position in Stanley Black & Decker in Q4 2014 and held it in 1 quarter.
  • Kanaly Trust's Stanley Black & Decker position peaked at $473K in Q4 2014.
  • 566 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2015.

Based on Kanaly Trust's 13F filing for Q1 2015, filed 28 Apr 2015.