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WFG Advisors’s Stanley Black & Decker SWK Stock Holding History

WFG 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
Q1 		– Sell
-503
Closed -$48K – 2071
2014
Q4 		$48K Buy
503
+3
+0.6% +$277 0.01% 899
2014
Q3 		$44K Buy
500
+3
+0.6% +$268 0.01% 979
2014
Q2 		$44K Buy
497
+3
+0.6% +$256 0.01% 961
2014
Q1 		$40K Sell
494
-252
-34% -$20.2K 0.01% 1002
2013
Q4 		$60K Sell
746
-66
-8% -$5.4K 0.01% 928
2013
Q3 		$74K Buy
812
+3
+0.4% +$257 0.01% 792
2013
Q2 		$63K Buy
+809
New +$63.4K 0.01% 803

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

WFG Advisors's SWK Position: Q1 2015 in Review

WFG Advisors sold out of Stanley Black & Decker (SWK) in Q1 2015, closing a stake of 503 shares — an estimated $48K sold.

WFG Advisors first reported a position in SWK in Q2 2013 and held it in 7 quarters. The position peaked at $74K in Q3 2013. 566 funds tracked by Wall St. Rank hold SWK as of Q1 2015.

  • WFG Advisors reported no remaining Stanley Black & Decker position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 503 Stanley Black & Decker shares in Q1 2015, an estimated $48K.
  • WFG Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Stanley Black & Decker position peaked at $74K in Q3 2013.
  • 566 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.