Woodmont Investment Counsel’s Stanley Black & Decker SWK Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-500	Closed	-$61K	–	558
2016 Q3	$61K	Buy	+500	New	+$60.4K	0.02%	241
2016 Q2	–	Sell	-500	Closed	-$53K	–	418
2016 Q1	$53K	Hold	500	–	–	0.02%	252
2015 Q4	$53K	Hold	500	–	–	0.02%	257
2015 Q3	$48K	Hold	500	–	–	0.01%	263
2015 Q2	$53K	Buy	+500	New	+$51K	0.02%	256

Other funds holding SWK

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Woodmont Investment Counsel's SWK Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 500 shares — an estimated $61K sold.

Woodmont Investment Counsel first reported a position in SWK in Q2 2015 and held it in 5 quarters. The position peaked at $61K in Q3 2016. 662 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

Woodmont Investment Counsel reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 500 Stanley Black & Decker shares in Q4 2016, an estimated $61K.
Woodmont Investment Counsel first reported a position in Stanley Black & Decker in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Stanley Black & Decker position peaked at $61K in Q3 2016.
662 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.