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River Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-100
Closed -$12K – 449
2018
Q4 		$12K Hold
100
– – 0.01% 407
2018
Q3 		$15K Hold
100
– – 0.01% 411
2018
Q2 		$13K Buy
+100
New +$14.4K 0.01% 417

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

River Wealth Advisors's SWK Position: Q1 2019 in Review

River Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2019, closing a stake of 100 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in SWK in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 716 funds tracked by Wall St. Rank hold SWK as of Q1 2019.

  • River Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 100 Stanley Black & Decker shares in Q1 2019, an estimated $12K.
  • River Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Stanley Black & Decker position peaked at $15K in Q3 2018.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.