LF
SWP

Lee Financial’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Lee Financial’s Portfolio SWP Stock Details SWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-27
Closed -$3K – 786
2018
Q2 		$3K Buy
+27
New +$2.96K ﹤0.01% 712

Other funds holding SWP

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Lee Financial's SWP Position: Q3 2018 in Review

Lee Financial sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q3 2018, closing a stake of 27 shares — an estimated $3K sold.

Lee Financial first reported a position in SWP in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 47 funds tracked by Wall St. Rank hold SWP as of Q3 2018.

  • Lee Financial reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 27 Stanley Black & Decker, Inc. Corporate Units shares in Q3 2018, an estimated $3K.
  • Lee Financial first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q2 2018 and held it in 1 quarter.
  • Lee Financial's Stanley Black & Decker, Inc. Corporate Units position peaked at $3K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.