SOAMC
SWJ.CL

Spirit of America Management Corp’s STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 SWJ.CL Stock Holding History

Spirit of America Management Corp’s Portfolio SWJ.CL Stock Details SWJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20,687
Closed -$526K – 326
2017
Q3 		$526K Hold
20,687
– – 0.06% 201
2017
Q2 		$529K Hold
20,687
– – 0.06% 200
2017
Q1 		$522K Hold
20,687
– – 0.06% 200
2016
Q4 		$503K Hold
20,687
– – 0.06% 207
2016
Q3 		$533K Hold
20,687
– – 0.07% 196
2016
Q2 		$547K Hold
20,687
– – 0.08% 176
2016
Q1 		$539K Hold
20,687
– – 0.1% 177
2015
Q4 		$536K Hold
20,687
– – 0.1% 169
2015
Q3 		$528K Hold
20,687
– – 0.11% 175
2015
Q2 		$513K Hold
20,687
– – 0.1% 189
2015
Q1 		$531K Hold
20,687
– – 0.11% 183
2014
Q4 		$523K Hold
20,687
– – 0.13% 174
2014
Q3 		$511K Hold
20,687
– – 0.16% 179
2014
Q2 		$504K Sell
20,687
-6,250
-23% -$154K 0.2% 150
2014
Q1 		$646K Buy
+26,937
New +$623K 0.27% 123
2013
Q4 		– Sell
-40,000
Closed -$881K – 216
2013
Q3 		$881K Hold
40,000
– – 0.32% 102
2013
Q2 		$978K Buy
+40,000
New +$1.04M 0.35% 90

Other funds holding SWJ.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.29B AUM 60.91% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Spirit of America Management Corp's SWJ.CL Position: Q4 2017 in Review

Spirit of America Management Corp sold out of STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 (SWJ.CL) in Q4 2017, closing a stake of 20,687 shares — an estimated $526K sold.

Spirit of America Management Corp first reported a position in SWJ.CL in Q2 2013 and held it in 17 quarters. The position peaked at $978K in Q2 2013. 8 funds tracked by Wall St. Rank hold SWJ.CL as of Q4 2017.

  • Spirit of America Management Corp reported no remaining STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position as of Q4 2017 after selling out during the quarter.
  • Spirit of America Management Corp sold 20,687 STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 shares in Q4 2017, an estimated $526K.
  • Spirit of America Management Corp first reported a position in STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 in Q2 2013 and held it in 17 quarters.
  • Spirit of America Management Corp's STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position peaked at $978K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.