KIA
SWJ.CL

KCM Investment Advisors’s STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 SWJ.CL Stock Holding History

KCM Investment Advisors’s Portfolio SWJ.CL Stock Details SWJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-27,100
Closed -$663K – 440
2013
Q2 		$663K Buy
+27,100
New +$703K 0.08% 246

Other funds holding SWJ.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $2.34B AUM 32.04% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

KCM Investment Advisors's SWJ.CL Position: Q3 2013 in Review

KCM Investment Advisors sold out of STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 (SWJ.CL) in Q3 2013, closing a stake of 27,100 shares — an estimated $663K sold.

KCM Investment Advisors first reported a position in SWJ.CL in Q2 2013 and held it in 1 quarter. The position peaked at $663K in Q2 2013. 17 funds tracked by Wall St. Rank hold SWJ.CL as of Q3 2013.

  • KCM Investment Advisors reported no remaining STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position as of Q3 2013 after selling out during the quarter.
  • KCM Investment Advisors sold 27,100 STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 shares in Q3 2013, an estimated $663K.
  • KCM Investment Advisors first reported a position in STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 in Q2 2013 and held it in 1 quarter.
  • KCM Investment Advisors's STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position peaked at $663K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 as of Q3 2013.

Based on KCM Investment Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.