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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return