LPWM
SWJ.CL

Lake Point Wealth Management’s STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 SWJ.CL Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-47
Closed -$1K – 902
2018
Q4 		$1K Buy
+47
New +$1.16K ﹤0.01% 799

Other funds holding SWJ.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.29B AUM 60.91% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lake Point Wealth Management's SWJ.CL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 (SWJ.CL) in Q1 2019, closing a stake of 47 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in SWJ.CL in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 9 funds tracked by Wall St. Rank hold SWJ.CL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 47 STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position peaked at $1K in Q4 2018.
  • 9 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.