New Harbor Financial Group’s Stanley Black & Decker SWK Stock Holding History

New Harbor Financial 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
2016 Q3	–	Sell	-50	Closed	-$5K	–	124
2016 Q2	$5K	Buy	+50	New	+$5.56K	0.01%	76
2016 Q1	–	Sell	-150	Closed	-$16K	–	133
2015 Q4	$16K	Hold	150	–	–	0.02%	56
2015 Q3	$14K	Hold	150	–	–	0.02%	77
2015 Q2	$15K	Hold	150	–	–	0.02%	76
2015 Q1	$14K	Buy	+150	New	+$14.4K	0.01%	69

Other funds holding SWK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New Harbor Financial Group's SWK Position: Q3 2016 in Review

New Harbor Financial Group sold out of Stanley Black & Decker (SWK) in Q3 2016, closing a stake of 50 shares — an estimated $5K sold.

New Harbor Financial Group first reported a position in SWK in Q1 2015 and held it in 5 quarters. The position peaked at $16K in Q4 2015. 658 funds tracked by Wall St. Rank hold SWK as of Q3 2016.

New Harbor Financial Group reported no remaining Stanley Black & Decker position as of Q3 2016 after selling out during the quarter.
New Harbor Financial Group sold 50 Stanley Black & Decker shares in Q3 2016, an estimated $5K.
New Harbor Financial Group first reported a position in Stanley Black & Decker in Q1 2015 and held it in 5 quarters.
New Harbor Financial Group's Stanley Black & Decker position peaked at $16K in Q4 2015.
658 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2016.

Based on New Harbor Financial Group's 13F filing for Q3 2016, filed 13 Oct 2016.