SKK
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Shepherd Kaplan Krochuk’s Stanley Black & Decker SWK Stock Holding History

Shepherd Kaplan Krochuk’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 		– Sell
-3,125
Closed -$242K – 646
2013
Q2 		$242K Buy
+3,125
New +$245K 0.05% 372

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Shepherd Kaplan Krochuk's SWK Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Stanley Black & Decker (SWK) in Q3 2013, closing a stake of 3,125 shares — an estimated $242K sold.

Shepherd Kaplan Krochuk first reported a position in SWK in Q2 2013 and held it in 1 quarter. The position peaked at $242K in Q2 2013. 512 funds tracked by Wall St. Rank hold SWK as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Stanley Black & Decker position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 3,125 Stanley Black & Decker shares in Q3 2013, an estimated $242K.
  • Shepherd Kaplan Krochuk first reported a position in Stanley Black & Decker in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Stanley Black & Decker position peaked at $242K in Q2 2013.
  • 512 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.