Placemark Investments’s Stanley Black & Decker SWK Stock Holding History

Placemark Investments’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 Q4	$1.38M	Sell	14,344 -1,357	-9%	-$125K	0.02%	734
2014 Q3	$1.39M	Sell	15,701 -2,613	-14%	-$234K	0.03%	713
2014 Q2	$1.61M	Buy	18,314 +1,268	+7%	+$108K	0.03%	656
2014 Q1	$1.38M	Buy	17,046 +48	+0.3%	+$3.85K	0.03%	667
2013 Q4	$1.37M	Sell	16,998 -7,443	-30%	-$609K	0.02%	718
2013 Q3	$2.21M	Sell	24,441 -3,008	-11%	-$258K	0.04%	493
2013 Q2	$2.12M	Buy	+27,449	New	+$2.15M	0.05%	474

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Placemark Investments's SWK Position: Q4 2014 in Review

Placemark Investments reduced its Stanley Black & Decker (SWK) stake by 8.6% in Q4 2014, selling an estimated $125K and leaving 14,344 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #734.

Placemark Investments first reported a position in SWK in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2013. 567 funds tracked by Wall St. Rank hold SWK as of Q4 2014.

Placemark Investments held 14,344 shares of Stanley Black & Decker worth $1.38M as of Q4 2014.
Placemark Investments sold 1,357 Stanley Black & Decker shares in Q4 2014, an estimated $125K.
Stanley Black & Decker made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #734 holding.
Placemark Investments first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Stanley Black & Decker position peaked at $2.21M in Q3 2013.
567 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.