First Allied Advisory Services’s Stanley Black & Decker SWK Stock Holding History

First Allied Advisory Services’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 Q3	–	Sell	-2,282	Closed	-$253K	–	1098
2016 Q2	$253K	Sell	2,282 -1,339	-37%	-$149K	0.01%	822
2016 Q1	$379K	Sell	3,621 -518	-13%	-$50.3K	0.02%	654
2015 Q4	$440K	Sell	4,139 -169	-4%	-$17.8K	0.02%	632
2015 Q3	$413K	Buy	4,308 +309	+8%	+$31.8K	0.02%	626
2015 Q2	$422K	Sell	3,999 -944	-19%	-$96.2K	0.02%	683
2015 Q1	$470K	Sell	4,943 -62	-1%	-$5.93K	0.03%	596
2014 Q4	$483K	Buy	5,005 +146	+3%	+$13.5K	0.04%	541
2014 Q3	$430K	Buy	4,859 +1,061	+28%	+$94.9K	0.03%	567
2014 Q2	$335K	Buy	3,798 +311	+9%	+$26.5K	0.02%	676
2014 Q1	$285K	Buy	+3,487	New	+$280K	0.02%	742

Other funds holding SWK

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Massachusetts Financial Services

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

Boston Partners

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return