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Wealthfront’s Stanley Black & Decker SWK Stock Holding History

Wealthfront’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
Q3 		$452K Buy
3,085
+403
+15% +$57.3K ﹤0.01% 394
2018
Q2 		$356K Sell
2,682
-229
-8% -$33K ﹤0.01% 413
2018
Q1 		$446K Sell
2,911
-307
-10% -$49.8K ﹤0.01% 393
2017
Q4 		$546K Buy
3,218
+94
+3% +$15.4K 0.01% 340
2017
Q3 		$472K Sell
3,124
-21
-0.7% -$3.02K 0.01% 339
2017
Q2 		$443K Buy
3,145
+411
+15% +$56.4K 0.01% 297
2017
Q1 		$363K Buy
2,734
+722
+36% +$90.6K 0.01% 294
2016
Q4 		$231K Sell
2,012
-228
-10% -$27.2K 0.01% 349
2016
Q3 		$275K Buy
2,240
+320
+17% +$38.6K 0.01% 293
2016
Q2 		$214K Buy
+1,920
New +$213K 0.01% 333
2016
Q1 		– Sell
-2,611
Closed -$279K – 352
2015
Q4 		$279K Buy
2,611
+164
+7% +$17.3K 0.01% 228
2015
Q3 		$237K Buy
2,447
+366
+18% +$37.7K 0.01% 244
2015
Q2 		$219K Buy
2,081
+516
+33% +$52.6K 0.01% 247
2015
Q1 		$149K Buy
1,565
+184
+13% +$17.6K 0.01% 308
2014
Q4 		$133K Buy
1,381
+26
+2% +$2.4K 0.01% 304
2014
Q3 		$120K Buy
1,355
+628
+86% +$56.1K 0.01% 256
2014
Q2 		$64K Buy
727
+225
+45% +$19.2K 0.01% 321
2014
Q1 		$41K Buy
+502
New +$40.3K 0.01% 307

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wealthfront's SWK Position: Q3 2018 in Review

Wealthfront increased its Stanley Black & Decker (SWK) stake by 15% in Q3 2018, buying an estimated $57.3K and bringing the position to 3,085 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Wealthfront first reported a position in SWK in Q1 2014 and has held it in 18 quarters since. The position peaked at $546K in Q4 2017. 722 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

  • Wealthfront held 3,085 shares of Stanley Black & Decker worth $452K as of Q3 2018.
  • Wealthfront bought 403 Stanley Black & Decker shares in Q3 2018, an estimated $57.3K.
  • Stanley Black & Decker made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #394 holding.
  • Wealthfront first reported a position in Stanley Black & Decker in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Stanley Black & Decker position peaked at $546K in Q4 2017.
  • 722 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.