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Scotia Institutional Investments US’s Stanley Black & Decker SWK Stock Holding History

Scotia Institutional Investments US’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
2013
Q3 		$262K Buy
2,897
+2,247
+346% +$193K 0.23% 17
2013
Q2 		$50K Buy
+650
New +$50.9K 0.1% 20

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Scotia Institutional Investments US's SWK Position: Q3 2013 in Review

Scotia Institutional Investments US increased its Stanley Black & Decker (SWK) stake by 346% in Q3 2013, buying an estimated $193K and bringing the position to 2,897 shares worth $262K. The position accounts for 0.23% of the portfolio, ranked #17.

Scotia Institutional Investments US first reported a position in SWK in Q2 2013 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold SWK as of Q3 2013.

  • Scotia Institutional Investments US held 2,897 shares of Stanley Black & Decker worth $262K as of Q3 2013.
  • Scotia Institutional Investments US bought 2,247 Stanley Black & Decker shares in Q3 2013, an estimated $193K.
  • Stanley Black & Decker made up 0.23% of Scotia Institutional Investments US's portfolio in Q3 2013, its #17 holding.
  • Scotia Institutional Investments US first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.