WealthSource Partners’s Stanley Black & Decker SWK Stock Holding History

WealthSource Partners’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 Q1	–	Sell	-1,319	Closed	-$224K	–	333
2017 Q4	$224K	Buy	+1,319	New	+$216K	0.07%	260
2016 Q4	–	Sell	-1,655	Closed	-$203K	–	286
2016 Q3	$203K	Sell	1,655 -3,264	-66%	-$394K	0.07%	240
2016 Q2	$547K	Buy	4,919 +531	+12%	+$59K	0.2%	100
2016 Q1	$462K	Buy	+4,388	New	+$426K	0.19%	112

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

WealthSource Partners's SWK Position: Q1 2018 in Review

WealthSource Partners sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 1,319 shares — an estimated $224K sold.

WealthSource Partners first reported a position in SWK in Q1 2016 and held it in 4 quarters. The position peaked at $547K in Q2 2016. 793 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

WealthSource Partners reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
WealthSource Partners sold 1,319 Stanley Black & Decker shares in Q1 2018, an estimated $224K.
WealthSource Partners first reported a position in Stanley Black & Decker in Q1 2016 and held it in 4 quarters.
WealthSource Partners's Stanley Black & Decker position peaked at $547K in Q2 2016.
793 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.