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RWA Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

RWA Wealth Partners’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
-15
Closed -$2K – 637
2018
Q2 		$2K Sell
15
-16
-52% -$2.3K ﹤0.01% 757
2018
Q1 		$5K Buy
+31
New +$5.03K ﹤0.01% 493

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

RWA Wealth Partners's SWK Position: Q3 2018 in Review

RWA Wealth Partners sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 15 shares — an estimated $2K sold.

RWA Wealth Partners first reported a position in SWK in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 721 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • RWA Wealth Partners reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 15 Stanley Black & Decker shares in Q3 2018, an estimated $2K.
  • RWA Wealth Partners first reported a position in Stanley Black & Decker in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Stanley Black & Decker position peaked at $5K in Q1 2018.
  • 721 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.