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

Litman Gregory 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
2018
Q2 		– Sell
-510
Closed -$78K – 160
2018
Q1 		$78K Buy
+510
New +$82.8K 0.03% 65

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Litman Gregory Wealth Management's SWK Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2018, closing a stake of 510 shares — an estimated $78K sold.

Litman Gregory Wealth Management first reported a position in SWK in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 747 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 510 Stanley Black & Decker shares in Q2 2018, an estimated $78K.
  • Litman Gregory Wealth Management first reported a position in Stanley Black & Decker in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Stanley Black & Decker position peaked at $78K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.