PFS
SWK icon

Physicians Financial Services’s Stanley Black & Decker SWK Stock Holding History

Physicians Financial 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
2017
Q1 		– Sell
-100
Closed -$12K – 237
2016
Q4 		$12K Hold
100
– – 0.01% 226
2016
Q3 		$12K Hold
100
– – 0.01% 221
2016
Q2 		$11K Hold
100
– – 0.01% 224
2016
Q1 		$11K Sell
100
-4,100
-98% -$398K 0.01% 218
2015
Q4 		$448K Buy
+4,200
New +$443K 0.41% 71

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physicians Financial Services's SWK Position: Q1 2017 in Review

Physicians Financial Services sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 100 shares — an estimated $12K sold.

Physicians Financial Services first reported a position in SWK in Q4 2015 and held it in 5 quarters. The position peaked at $448K in Q4 2015. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Physicians Financial Services reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 100 Stanley Black & Decker shares in Q1 2017, an estimated $12K.
  • Physicians Financial Services first reported a position in Stanley Black & Decker in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Stanley Black & Decker position peaked at $448K in Q4 2015.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.