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Marshall & Sullivan’s Stanley Black & Decker SWK Stock Holding History

Marshall & Sullivan’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
2014
Q3 		– Sell
-127
Closed -$11K – 60
2014
Q2 		$11K Buy
+127
New +$10.8K 0.02% 59

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Marshall & Sullivan's SWK Position: Q3 2014 in Review

Marshall & Sullivan sold out of Stanley Black & Decker (SWK) in Q3 2014, closing a stake of 127 shares — an estimated $11K sold.

Marshall & Sullivan first reported a position in SWK in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 537 funds tracked by Wall St. Rank hold SWK as of Q3 2014.

  • Marshall & Sullivan reported no remaining Stanley Black & Decker position as of Q3 2014 after selling out during the quarter.
  • Marshall & Sullivan sold 127 Stanley Black & Decker shares in Q3 2014, an estimated $11K.
  • Marshall & Sullivan first reported a position in Stanley Black & Decker in Q2 2014 and held it in 1 quarter.
  • Marshall & Sullivan's Stanley Black & Decker position peaked at $11K in Q2 2014.
  • 537 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2014.

Based on Marshall & Sullivan's 13F filing for Q3 2014, filed 14 Nov 2014.