OIA
SWJ.CL

OneDigital Investment Advisors’s STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 SWJ.CL Stock Holding History

OneDigital Investment Advisors’s Portfolio SWJ.CL Stock Details SWJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,220
Closed -$31K – 1330
2018
Q3 		$31K Buy
1,220
+730
+149% +$18.6K 0.01% 529
2018
Q2 		$12K Hold
490
– – ﹤0.01% 1006
2018
Q1 		$12K Buy
+490
New +$12.4K ﹤0.01% 1001

Other funds holding SWJ.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

OneDigital Investment Advisors's SWJ.CL Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 (SWJ.CL) in Q4 2018, closing a stake of 1,220 shares — an estimated $31K sold.

OneDigital Investment Advisors first reported a position in SWJ.CL in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 11 funds tracked by Wall St. Rank hold SWJ.CL as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,220 STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 shares in Q4 2018, an estimated $31K.
  • OneDigital Investment Advisors first reported a position in STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position peaked at $31K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.