PIM
SWK icon

Parasol Investment Management’s Stanley Black & Decker SWK Stock Holding History

Parasol Investment 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
2015
Q3 		– Sell
-139
Closed -$15K – 223
2015
Q2 		$15K Hold
139
– – 0.01% 175
2015
Q1 		$13K Hold
139
– – 0.01% 188
2014
Q4 		$13K Hold
139
– – 0.01% 210
2014
Q3 		$12K Hold
139
– – 0.01% 201
2014
Q2 		$12K Hold
139
– – 0.01% 202
2014
Q1 		$11K Hold
139
– – 0.01% 183
2013
Q4 		$11K Buy
+139
New +$11.4K 0.01% 186

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parasol Investment Management's SWK Position: Q3 2015 in Review

Parasol Investment Management sold out of Stanley Black & Decker (SWK) in Q3 2015, closing a stake of 139 shares — an estimated $15K sold.

Parasol Investment Management first reported a position in SWK in Q4 2013 and held it in 7 quarters. The position peaked at $15K in Q2 2015. 600 funds tracked by Wall St. Rank hold SWK as of Q3 2015.

  • Parasol Investment Management reported no remaining Stanley Black & Decker position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 139 Stanley Black & Decker shares in Q3 2015, an estimated $15K.
  • Parasol Investment Management first reported a position in Stanley Black & Decker in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's Stanley Black & Decker position peaked at $15K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.