OC
SWH

Oppenheimer & Co’s Stanley Black & Decker, Inc. SWH Stock Holding History

Oppenheimer & Co’s Portfolio SWH Stock Details SWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,351
Closed -$724K – 1537
2014
Q2 		$724K Buy
+6,351
New +$710K 0.02% 734

Other funds holding SWH

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oppenheimer & Co's SWH Position: Q3 2014 in Review

Oppenheimer & Co sold out of Stanley Black & Decker, Inc. (SWH) in Q3 2014, closing a stake of 6,351 shares — an estimated $724K sold.

Oppenheimer & Co first reported a position in SWH in Q2 2014 and held it in 1 quarter. The position peaked at $724K in Q2 2014. 48 funds tracked by Wall St. Rank hold SWH as of Q3 2014.

  • Oppenheimer & Co reported no remaining Stanley Black & Decker, Inc. position as of Q3 2014 after selling out during the quarter.
  • Oppenheimer & Co sold 6,351 Stanley Black & Decker, Inc. shares in Q3 2014, an estimated $724K.
  • Oppenheimer & Co first reported a position in Stanley Black & Decker, Inc. in Q2 2014 and held it in 1 quarter.
  • Oppenheimer & Co's Stanley Black & Decker, Inc. position peaked at $724K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q3 2014.

Based on Oppenheimer & Co's 13F filing for Q3 2014, filed 12 Nov 2014.