Mosaic Family Wealth’s Stanley Black & Decker SWK Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-301	Closed	-$41K	–	550
2019 Q1	$41K	Hold	301	–	–	0.02%	337
2018 Q4	$36K	Hold	301	–	–	0.01%	346
2018 Q3	$38K	Hold	301	–	–	0.02%	356
2018 Q2	$40K	Hold	301	–	–	0.02%	342
2018 Q1	$46K	Hold	301	–	–	0.02%	320
2017 Q4	$51K	Sell	301 -38	-11%	-$6.22K	0.02%	322
2017 Q3	$51K	Hold	339	–	–	0.02%	335
2017 Q2	$48K	Hold	339	–	–	0.02%	332
2017 Q1	$45K	Hold	339	–	–	0.02%	338
2016 Q4	$39K	Hold	339	–	–	0.02%	354
2016 Q3	$42K	Buy	339 +38	+13%	+$4.59K	0.02%	351
2016 Q2	$34K	Buy	301 +201	+201%	+$22.3K	0.02%	377
2016 Q1	$10K	Hold	100	–	–	﹤0.01%	530
2015 Q4	$10K	Buy	+100	New	+$10.5K	﹤0.01%	532

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Mosaic Family Wealth's SWK Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 301 shares — an estimated $41K sold.

Mosaic Family Wealth first reported a position in SWK in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q4 2017. 731 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

Mosaic Family Wealth reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 301 Stanley Black & Decker shares in Q2 2019, an estimated $41K.
Mosaic Family Wealth first reported a position in Stanley Black & Decker in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Stanley Black & Decker position peaked at $51K in Q4 2017.
731 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.