Creative Planning’s Stanley Black & Decker, Inc. SWH Stock Holding History

Creative Planning’s Portfolio SWH Stock Details SWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-21	Closed	-$3K	–	5063
2016 Q3	$3K	Hold	21	–	–	﹤0.01%	4182
2016 Q2	$2K	Buy	21 +8	+62%	+$936	﹤0.01%	4109
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	4246
2015 Q4	$2K	Buy	+13	New	+$1.54K	﹤0.01%	4128

Creative Planning's SWH Position: Q4 2016 in Review

Creative Planning sold out of Stanley Black & Decker, Inc. (SWH) in Q4 2016, closing a stake of 21 shares — an estimated $3K sold.

Creative Planning first reported a position in SWH in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 0 funds tracked by Wall St. Rank hold SWH as of Q4 2016.

Creative Planning reported no remaining Stanley Black & Decker, Inc. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 21 Stanley Black & Decker, Inc. shares in Q4 2016, an estimated $3K.
Creative Planning first reported a position in Stanley Black & Decker, Inc. in Q4 2015 and held it in 4 quarters.
Creative Planning's Stanley Black & Decker, Inc. position peaked at $3K in Q3 2016.
0 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.