TPWA
SWP

TRUE Private Wealth Advisors’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

TRUE Private Wealth Advisors’s Portfolio SWP Stock Details SWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26
Closed -$2.85K – 1027
2018
Q3 		$2.85K Buy
+26
New +$2.84K ﹤0.01% 983

Other funds holding SWP

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TRUE Private Wealth Advisors's SWP Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q4 2018, closing a stake of 26 shares — an estimated $2.85K sold.

TRUE Private Wealth Advisors first reported a position in SWP in Q3 2018 and held it in 1 quarter. The position peaked at $2.85K in Q3 2018. 46 funds tracked by Wall St. Rank hold SWP as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 26 Stanley Black & Decker, Inc. Corporate Units shares in Q4 2018, an estimated $2.85K.
  • TRUE Private Wealth Advisors first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Stanley Black & Decker, Inc. Corporate Units position peaked at $2.85K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.