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US Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

US Financial 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
2015
Q4 		– Sell
-17
Closed -$2K – 666
2015
Q3 		$2K Buy
+17
New +$1.75K ﹤0.01% 416

Other funds holding SWK

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

US Financial Advisors's SWK Position: Q4 2015 in Review

US Financial Advisors sold out of Stanley Black & Decker (SWK) in Q4 2015, closing a stake of 17 shares — an estimated $2K sold.

US Financial Advisors first reported a position in SWK in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 618 funds tracked by Wall St. Rank hold SWK as of Q4 2015.

  • US Financial Advisors reported no remaining Stanley Black & Decker position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 17 Stanley Black & Decker shares in Q4 2015, an estimated $2K.
  • US Financial Advisors first reported a position in Stanley Black & Decker in Q3 2015 and held it in 1 quarter.
  • US Financial Advisors's Stanley Black & Decker position peaked at $2K in Q3 2015.
  • 618 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.