NEIRG
SWK icon

New England Investment & Retirement Group’s Stanley Black & Decker SWK Stock Holding History

New England Investment & Retirement Group’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
2013
Q4 		– Sell
-4,568
Closed -$414K – 57
2013
Q3 		$414K Sell
4,568
-1,000
-18% -$85.7K 0.25% 50
2013
Q2 		$430K Buy
+5,568
New +$436K 0.27% 47

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New England Investment & Retirement Group's SWK Position: Q4 2013 in Review

New England Investment & Retirement Group sold out of Stanley Black & Decker (SWK) in Q4 2013, closing a stake of 4,568 shares — an estimated $414K sold.

New England Investment & Retirement Group first reported a position in SWK in Q2 2013 and held it in 2 quarters. The position peaked at $430K in Q2 2013. 529 funds tracked by Wall St. Rank hold SWK as of Q4 2013.

  • New England Investment & Retirement Group reported no remaining Stanley Black & Decker position as of Q4 2013 after selling out during the quarter.
  • New England Investment & Retirement Group sold 4,568 Stanley Black & Decker shares in Q4 2013, an estimated $414K.
  • New England Investment & Retirement Group first reported a position in Stanley Black & Decker in Q2 2013 and held it in 2 quarters.
  • New England Investment & Retirement Group's Stanley Black & Decker position peaked at $430K in Q2 2013.
  • 529 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2013.

Based on New England Investment & Retirement Group's 13F filing for Q4 2013, filed 14 Feb 2014.