MFS
SWH

MSI Financial Services’s Stanley Black & Decker, Inc. SWH Stock Holding History

MSI Financial Services’s Portfolio SWH Stock Details SWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-29
Closed -$3K – 4197
2016
Q2 		$3K Sell
29
-6
-17% -$702 ﹤0.01% 3445
2016
Q1 		$4K Buy
+35
New +$3.77K ﹤0.01% 3332
2015
Q4 		– Sell
-21
Closed -$2K – 4071
2015
Q3 		$2K Hold
21
– – ﹤0.01% 2861
2015
Q2 		$2K Hold
21
– – ﹤0.01% 2831
2015
Q1 		$2K Hold
21
– – ﹤0.01% 2802
2014
Q4 		$2K Sell
21
-44
-68% -$5.05K ﹤0.01% 2452
2014
Q3 		$7K Buy
+65
New +$7.43K ﹤0.01% 2011

Other funds holding SWH

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

MSI Financial Services's SWH Position: Q3 2016 in Review

MSI Financial Services sold out of Stanley Black & Decker, Inc. (SWH) in Q3 2016, closing a stake of 29 shares — an estimated $3K sold.

MSI Financial Services first reported a position in SWH in Q3 2014 and held it in 7 quarters. The position peaked at $7K in Q3 2014. 42 funds tracked by Wall St. Rank hold SWH as of Q3 2016.

  • MSI Financial Services reported no remaining Stanley Black & Decker, Inc. position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 29 Stanley Black & Decker, Inc. shares in Q3 2016, an estimated $3K.
  • MSI Financial Services first reported a position in Stanley Black & Decker, Inc. in Q3 2014 and held it in 7 quarters.
  • MSI Financial Services's Stanley Black & Decker, Inc. position peaked at $7K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.