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Kissinger Financial Services’s Stanley Black & Decker SWK Stock Holding History

Kissinger Financial Services’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
Q4 		– Sell
-2,867
Closed -$353K – 84
2016
Q3 		$353K Buy
+2,867
New +$346K 0.39% 57

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Barrow, Hanley, Mewhinney & Strauss
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kissinger Financial Services's SWK Position: Q4 2016 in Review

Kissinger Financial Services sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 2,867 shares — an estimated $353K sold.

Kissinger Financial Services first reported a position in SWK in Q3 2016 and held it in 1 quarter. The position peaked at $353K in Q3 2016. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

  • Kissinger Financial Services reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
  • Kissinger Financial Services sold 2,867 Stanley Black & Decker shares in Q4 2016, an estimated $353K.
  • Kissinger Financial Services first reported a position in Stanley Black & Decker in Q3 2016 and held it in 1 quarter.
  • Kissinger Financial Services's Stanley Black & Decker position peaked at $353K in Q3 2016.
  • 661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Kissinger Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.