Polaris Wealth Advisory Group’s Stanley Black & Decker SWK Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q3	–	Sell	-141,235	Closed	-$21.6M	–	540
2018 Q2	$21.6M	Sell	141,235 -73	-0.1%	-$10.5K	1.83%	22
2018 Q1	$21.6M	Buy	141,308 +5,314	+4%	+$862K	1.77%	23
2017 Q4	$23.1M	Buy	135,994 +3,924	+3%	+$642K	1.89%	17
2017 Q3	$19.9M	Buy	+132,070	New	+$19M	1.75%	23

Other funds holding SWK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Polaris Wealth Advisory Group's SWK Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 141,235 shares — an estimated $21.6M sold.

Polaris Wealth Advisory Group first reported a position in SWK in Q3 2017 and held it in 4 quarters. The position peaked at $23.1M in Q4 2017. 721 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 141,235 Stanley Black & Decker shares in Q3 2018, an estimated $21.6M.
Polaris Wealth Advisory Group first reported a position in Stanley Black & Decker in Q3 2017 and held it in 4 quarters.
Polaris Wealth Advisory Group's Stanley Black & Decker position peaked at $23.1M in Q4 2017.
721 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.