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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BIT

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Allied Advisory Services's SWK Position: Q3 2016 in Review

First Allied Advisory Services sold out of Stanley Black & Decker (SWK) in Q3 2016, closing a stake of 2,282 shares — an estimated $253K sold.

First Allied Advisory Services first reported a position in SWK in Q1 2014 and held it in 10 quarters. The position peaked at $483K in Q4 2014. 658 funds tracked by Wall St. Rank hold SWK as of Q3 2016.

First Allied Advisory Services reported no remaining Stanley Black & Decker position as of Q3 2016 after selling out during the quarter.
First Allied Advisory Services sold 2,282 Stanley Black & Decker shares in Q3 2016, an estimated $253K.
First Allied Advisory Services first reported a position in Stanley Black & Decker in Q1 2014 and held it in 10 quarters.
First Allied Advisory Services's Stanley Black & Decker position peaked at $483K in Q4 2014.
658 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2016.

Based on First Allied Advisory Services's 13F filing for Q3 2016, filed 14 Nov 2016.