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Lebenthal Asset Management’s Stanley Black & Decker SWK Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-42
Closed -$5K – 636
2016
Q3 		$5K Buy
+42
New +$5.07K ﹤0.01% 853

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

Lebenthal Asset Management's SWK Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 42 shares — an estimated $5K sold.

Lebenthal Asset Management first reported a position in SWK in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 662 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 42 Stanley Black & Decker shares in Q4 2016, an estimated $5K.
  • Lebenthal Asset Management first reported a position in Stanley Black & Decker in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Stanley Black & Decker position peaked at $5K in Q3 2016.
  • 662 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.