Stevens First Principles Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Stevens First Principles Investment Advisors’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
2016 Q1	–	Sell	-1,200	Closed	-$128K	–	181
2015 Q4	$128K	Buy	+1,200	New	+$127K	0.11%	72
2014 Q4	–	Sell	-700	Closed	-$62K	–	241
2014 Q3	$62K	Sell	700 -500	-42%	-$44.7K	0.03%	139
2014 Q2	$105K	Buy	+1,200	New	+$102K	0.06%	113
2013 Q3	–	Sell	-1,300	Closed	-$100K	–	234
2013 Q2	$100K	Buy	+1,300	New	+$102K	0.07%	97

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Stevens First Principles Investment Advisors's SWK Position: Q1 2016 in Review

Stevens First Principles Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2016, closing a stake of 1,200 shares — an estimated $128K sold.

Stevens First Principles Investment Advisors first reported a position in SWK in Q2 2013 and held it in 4 quarters. The position peaked at $128K in Q4 2015. 614 funds tracked by Wall St. Rank hold SWK as of Q1 2016.

Stevens First Principles Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2016 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 1,200 Stanley Black & Decker shares in Q1 2016, an estimated $128K.
Stevens First Principles Investment Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 4 quarters.
Stevens First Principles Investment Advisors's Stanley Black & Decker position peaked at $128K in Q4 2015.
614 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2016, filed 13 May 2016.