Gupta Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Gupta Wealth Management’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 Q1	$997K	Sell	9,479 -1,474	-13%	-$143K	0.23%	93
2015 Q4	$1.17M	Sell	10,953 -12,610	-54%	-$1.33M	0.3%	74
2015 Q3	$2.29M	Sell	23,563 -724	-3%	-$74.6K	0.56%	45
2015 Q2	$2.56M	Buy	24,287 +257	+1%	+$26.2K	0.63%	45
2015 Q1	$2.29M	Buy	+24,030	New	+$2.3M	0.67%	42

Other funds holding SWK

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

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

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

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

FMI

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

BIT

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's SWK Position: Q1 2016 in Review

Gupta Wealth Management reduced its Stanley Black & Decker (SWK) stake by 13% in Q1 2016, selling an estimated $143K and leaving 9,479 shares worth $997K. The position accounts for 0.23% of the portfolio, ranked #93.

Gupta Wealth Management first reported a position in SWK in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.56M in Q2 2015. 614 funds tracked by Wall St. Rank hold SWK as of Q1 2016.

Gupta Wealth Management held 9,479 shares of Stanley Black & Decker worth $997K as of Q1 2016.
Gupta Wealth Management sold 1,474 Stanley Black & Decker shares in Q1 2016, an estimated $143K.
Stanley Black & Decker made up 0.23% of Gupta Wealth Management's portfolio in Q1 2016, its #93 holding.
Gupta Wealth Management first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Stanley Black & Decker position peaked at $2.56M in Q2 2015.
614 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.