Integrated Wealth Management (Palm Desert)’s Stanley Black & Decker SWK Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-137	Closed	-$17K	–	905
2016 Q3	$17K	Buy	137 +106	+342%	+$12.8K	0.01%	647
2016 Q2	$3K	Sell	31 -123	-80%	-$13.7K	﹤0.01%	1022
2016 Q1	$16K	Hold	154	–	–	0.01%	603
2015 Q4	$16K	Hold	154	–	–	0.01%	639
2015 Q3	$15K	Hold	154	–	–	0.01%	657
2015 Q2	$16K	Hold	154	–	–	0.01%	671
2015 Q1	$14K	Buy	+154	New	+$14.7K	0.01%	684

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

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

Integrated Wealth Management (Palm Desert)'s SWK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 137 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SWK in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q3 2016. 662 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 137 Stanley Black & Decker shares in Q4 2016, an estimated $17K.
Integrated Wealth Management (Palm Desert) first reported a position in Stanley Black & Decker in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Stanley Black & Decker position peaked at $17K in Q3 2016.
662 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.