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Nelson Capital Management’s Stanley Black & Decker SWK Stock Holding History

Nelson Capital Management’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
Q3 		– Sell
-160
Closed -$23K – 273
2017
Q2 		$23K Buy
+160
New +$21.9K 0.01% 181

Other funds holding SWK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nelson Capital Management's SWK Position: Q3 2017 in Review

Nelson Capital Management sold out of Stanley Black & Decker (SWK) in Q3 2017, closing a stake of 160 shares — an estimated $23K sold.

Nelson Capital Management first reported a position in SWK in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 703 funds tracked by Wall St. Rank hold SWK as of Q3 2017.

  • Nelson Capital Management reported no remaining Stanley Black & Decker position as of Q3 2017 after selling out during the quarter.
  • Nelson Capital Management sold 160 Stanley Black & Decker shares in Q3 2017, an estimated $23K.
  • Nelson Capital Management first reported a position in Stanley Black & Decker in Q2 2017 and held it in 1 quarter.
  • Nelson Capital Management's Stanley Black & Decker position peaked at $23K in Q2 2017.
  • 703 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.