LBA Wealth Management’s Stanley Black & Decker SWK Stock Holding History

LBA Wealth 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
2017 Q1	$949K	Buy	7,140 +475	+7%	+$59.6K	0.5%	36
2016 Q4	$764K	Buy	6,665 +35	+0.5%	+$4.17K	0.42%	45
2016 Q3	$815K	Buy	6,630 +90	+1%	+$10.9K	0.46%	38
2016 Q2	$727K	Buy	6,540 +30	+0.5%	+$3.34K	0.41%	44
2016 Q1	$685K	Buy	6,510 +325	+5%	+$31.5K	0.4%	45
2015 Q4	$660K	Buy	6,185 +500	+9%	+$52.7K	0.38%	48
2015 Q3	$551K	Buy	5,685 +300	+6%	+$30.9K	0.35%	49
2015 Q2	$567K	Buy	+5,385	New	+$549K	0.36%	52

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LBA Wealth Management's SWK Position: Q1 2017 in Review

LBA Wealth Management increased its Stanley Black & Decker (SWK) stake by 7.1% in Q1 2017, buying an estimated $59.6K and bringing the position to 7,140 shares worth $949K. The position accounts for 0.5% of the portfolio, ranked #36.

LBA Wealth Management first reported a position in SWK in Q2 2015 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

LBA Wealth Management held 7,140 shares of Stanley Black & Decker worth $949K as of Q1 2017.
LBA Wealth Management bought 475 Stanley Black & Decker shares in Q1 2017, an estimated $59.6K.
Stanley Black & Decker made up 0.5% of LBA Wealth Management's portfolio in Q1 2017, its #36 holding.
LBA Wealth Management first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.