Integrated Wealth Management (Palm Desert)’s Stanley Black & Decker, Inc. SWH Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015 Q4	–	Sell	-26	Closed	-$3K	–	1438
2015 Q3	$3K	Hold	26	–	–	﹤0.01%	1064
2015 Q2	$3K	Hold	26	–	–	﹤0.01%	1097
2015 Q1	$3K	Buy	+26	New	+$2.98K	﹤0.01%	1059

Other funds holding SWH

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SWH Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Stanley Black & Decker, Inc. (SWH) in Q4 2015, closing a stake of 26 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SWH in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 41 funds tracked by Wall St. Rank hold SWH as of Q4 2015.

Integrated Wealth Management (Palm Desert) reported no remaining Stanley Black & Decker, Inc. position as of Q4 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 26 Stanley Black & Decker, Inc. shares in Q4 2015, an estimated $3K.
Integrated Wealth Management (Palm Desert) first reported a position in Stanley Black & Decker, Inc. in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s Stanley Black & Decker, Inc. position peaked at $3K in Q3 2015.
41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.