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Monroe Bank & Trust’s Stanley Black & Decker SWK Stock Holding History

Monroe Bank & Trust’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 		– Sell
-65
Closed -$7K – 301
2016
Q4 		$7K Buy
+65
New +$7.74K ﹤0.01% 276
2016
Q2 		– Sell
-65
Closed -$7K – 285
2016
Q1 		$7K Buy
+65
New +$6.31K ﹤0.01% 307

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Monroe Bank & Trust's SWK Position: Q1 2017 in Review

Monroe Bank & Trust sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 65 shares — an estimated $7K sold.

Monroe Bank & Trust first reported a position in SWK in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Monroe Bank & Trust reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Monroe Bank & Trust sold 65 Stanley Black & Decker shares in Q1 2017, an estimated $7K.
  • Monroe Bank & Trust first reported a position in Stanley Black & Decker in Q1 2016 and held it in 2 quarters.
  • Monroe Bank & Trust's Stanley Black & Decker position peaked at $7K in Q4 2016.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Monroe Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.