STALEY CAPITAL ADVISERS’s Stanley Black & Decker SWK Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	–	Sell	-1,273	Closed	-$216K	–	169
2017 Q4	$216K	Buy	+1,273	New	+$208K	0.02%	151
2017 Q3	–	Sell	-1,573	Closed	-$221K	–	170
2017 Q2	$221K	Hold	1,573	–	–	0.02%	154
2017 Q1	$209K	Buy	+1,573	New	+$197K	0.02%	131
2016 Q4	–	Sell	-1,720	Closed	-$212K	–	142
2016 Q3	$212K	Buy	+1,720	New	+$208K	0.02%	119
2015 Q1	–	Sell	-2,357	Closed	-$226K	–	147
2014 Q4	$226K	Hold	2,357	–	–	0.03%	113
2014 Q3	$209K	Hold	2,357	–	–	0.03%	124
2014 Q2	$207K	Buy	+2,357	New	+$201K	0.02%	122
2013 Q4	–	Sell	-2,357	Closed	-$213K	–	128
2013 Q3	$213K	Buy	+2,357	New	+$202K	0.03%	108

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

STALEY CAPITAL ADVISERS's SWK Position: Q1 2018 in Review

STALEY CAPITAL ADVISERS sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 1,273 shares — an estimated $216K sold.

STALEY CAPITAL ADVISERS first reported a position in SWK in Q3 2013 and held it in 8 quarters. The position peaked at $226K in Q4 2014. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

STALEY CAPITAL ADVISERS reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 1,273 Stanley Black & Decker shares in Q1 2018, an estimated $216K.
STALEY CAPITAL ADVISERS first reported a position in Stanley Black & Decker in Q3 2013 and held it in 8 quarters.
STALEY CAPITAL ADVISERS's Stanley Black & Decker position peaked at $226K in Q4 2014.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2018, filed 9 May 2018.