WealthTrust-Arizona’s Stanley Black & Decker SWK Stock Holding History

WealthTrust-Arizona’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 Q4	$45K	Sell	379 -4	-1%	-$499	0.03%	162
2018 Q3	$56K	Buy	383 +83	+28%	+$11.8K	0.03%	152
2018 Q2	$40K	Sell	300 -36	-11%	-$5.18K	0.02%	178
2018 Q1	$51K	Hold	336	–	–	0.03%	156
2017 Q4	$57K	Buy	336 +56	+20%	+$9.17K	0.03%	154
2017 Q3	$42K	Hold	280	–	–	0.02%	182
2017 Q2	$39K	Buy	+280	New	+$38.4K	0.02%	186

Other funds holding SWK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's SWK Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Stanley Black & Decker (SWK) stake by 1% in Q4 2018, selling an estimated $499 and leaving 379 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #162.

WealthTrust-Arizona first reported a position in SWK in Q2 2017 and has held it in 7 quarters since. The position peaked at $57K in Q4 2017. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

WealthTrust-Arizona held 379 shares of Stanley Black & Decker worth $45K as of Q4 2018.
WealthTrust-Arizona sold 4 Stanley Black & Decker shares in Q4 2018, an estimated $499.
Stanley Black & Decker made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #162 holding.
WealthTrust-Arizona first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 7 quarters since.
WealthTrust-Arizona's Stanley Black & Decker position peaked at $57K in Q4 2017.
715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.