YorkBridge Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

YorkBridge Wealth 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 Q3	–	Sell	-57	Closed	-$8K	–	837
2018 Q2	$8K	Hold	57	–	–	﹤0.01%	640
2018 Q1	$9K	Hold	57	–	–	﹤0.01%	633
2017 Q4	$9K	Hold	57	–	–	﹤0.01%	646
2017 Q3	$9K	Hold	57	–	–	﹤0.01%	652
2017 Q2	$8K	Hold	57	–	–	﹤0.01%	661
2017 Q1	$8K	Hold	57	–	–	﹤0.01%	646
2016 Q4	$7K	Buy	+57	New	+$6.79K	﹤0.01%	651

Other funds holding SWK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

YorkBridge Wealth Partners's SWK Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Stanley Black & Decker (SWK) in Q3 2018, closing a stake of 57 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in SWK in Q4 2016 and held it in 7 quarters. The position peaked at $9K in Q1 2018. 722 funds tracked by Wall St. Rank hold SWK as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Stanley Black & Decker position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 57 Stanley Black & Decker shares in Q3 2018, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Stanley Black & Decker in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Stanley Black & Decker position peaked at $9K in Q1 2018.
722 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.