SMH
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Sanders Morris Harris’s Stanley Black & Decker SWK Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-4,692
Closed -$522K – 219
2016
Q2 		$522K Sell
4,692
-113
-2% -$12.6K 0.12% 141
2016
Q1 		$506K Buy
+4,805
New +$466K 0.09% 187

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanders Morris Harris's SWK Position: Q3 2016 in Review

Sanders Morris Harris sold out of Stanley Black & Decker (SWK) in Q3 2016, closing a stake of 4,692 shares — an estimated $522K sold.

Sanders Morris Harris first reported a position in SWK in Q1 2016 and held it in 2 quarters. The position peaked at $522K in Q2 2016. 656 funds tracked by Wall St. Rank hold SWK as of Q3 2016.

  • Sanders Morris Harris reported no remaining Stanley Black & Decker position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 4,692 Stanley Black & Decker shares in Q3 2016, an estimated $522K.
  • Sanders Morris Harris first reported a position in Stanley Black & Decker in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's Stanley Black & Decker position peaked at $522K in Q2 2016.
  • 656 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.