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MYCIO Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-71
Closed -$9K – 594
2016
Q3 		$9K Hold
71
– – ﹤0.01% 588
2016
Q2 		$8K Hold
71
– – ﹤0.01% 597
2016
Q1 		$7K Buy
+71
New +$6.89K ﹤0.01% 573
2015
Q3 		– Sell
-44
Closed -$5K – 945
2015
Q2 		$5K Buy
+44
New +$4.48K ﹤0.01% 591
2014
Q2 		– Sell
-36
Closed -$3K – 653
2014
Q1 		$3K Buy
+36
New +$2.89K ﹤0.01% 569

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MYCIO Wealth Partners's SWK Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 71 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in SWK in Q1 2014 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 71 Stanley Black & Decker shares in Q4 2016, an estimated $9K.
  • MYCIO Wealth Partners first reported a position in Stanley Black & Decker in Q1 2014 and held it in 5 quarters.
  • MYCIO Wealth Partners's Stanley Black & Decker position peaked at $9K in Q3 2016.
  • 661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.