Transform Wealth’s Stanley Black & Decker SWK Stock Holding History

Transform Wealth’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 Q2	–	Sell	-29,704	Closed	-$4.55M	–	232
2018 Q1	$4.55M	Sell	29,704 -4,148	-12%	-$673K	0.86%	34
2017 Q4	$5.74M	Buy	33,852 +30,689	+970%	+$5.02M	1.06%	25
2017 Q3	$478K	Buy	+3,163	New	+$455K	0.17%	149
2017 Q2	–	Sell	-7,698	Closed	-$1.02M	–	161
2017 Q1	$1.02M	Buy	7,698 +645	+9%	+$80.9K	0.38%	93
2016 Q4	$809K	Buy	+7,053	New	+$840K	0.32%	108

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

FMI

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

Transform Wealth's SWK Position: Q2 2018 in Review

Transform Wealth sold out of Stanley Black & Decker (SWK) in Q2 2018, closing a stake of 29,704 shares — an estimated $4.55M sold.

Transform Wealth first reported a position in SWK in Q4 2016 and held it in 5 quarters. The position peaked at $5.74M in Q4 2017. 748 funds tracked by Wall St. Rank hold SWK as of Q2 2018.

Transform Wealth reported no remaining Stanley Black & Decker position as of Q2 2018 after selling out during the quarter.
Transform Wealth sold 29,704 Stanley Black & Decker shares in Q2 2018, an estimated $4.55M.
Transform Wealth first reported a position in Stanley Black & Decker in Q4 2016 and held it in 5 quarters.
Transform Wealth's Stanley Black & Decker position peaked at $5.74M in Q4 2017.
748 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2018.

Based on Transform Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.