Partnervest Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-200	Closed	-$18K	–	713
2014 Q2	$18K	Hold	200	–	–	0.01%	562
2014 Q1	$16K	Hold	200	–	–	0.01%	563
2013 Q4	$16K	Hold	200	–	–	0.01%	527
2013 Q3	$18K	Hold	200	–	–	0.01%	492
2013 Q2	$15K	Buy	+200	New	+$15.7K	0.01%	503

Other funds holding SWK

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Partnervest Advisory Services's SWK Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Stanley Black & Decker (SWK) in Q3 2014, closing a stake of 200 shares — an estimated $18K sold.

Partnervest Advisory Services first reported a position in SWK in Q2 2013 and held it in 5 quarters. The position peaked at $18K in Q2 2014. 537 funds tracked by Wall St. Rank hold SWK as of Q3 2014.

Partnervest Advisory Services reported no remaining Stanley Black & Decker position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 200 Stanley Black & Decker shares in Q3 2014, an estimated $18K.
Partnervest Advisory Services first reported a position in Stanley Black & Decker in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Stanley Black & Decker position peaked at $18K in Q2 2014.
537 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.