Retirement Design & Management’s Stanley Black & Decker SWK Stock Holding History

Retirement Design & 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 Q3	–	Sell	-2,027	Closed	-$225K	–	56
2016 Q2	$225K	Hold	2,027	–	–	0.14%	65
2016 Q1	$213K	Sell	2,027 -50	-2%	-$4.85K	0.15%	65
2015 Q4	$222K	Sell	2,077 -217	-9%	-$22.9K	0.12%	70
2015 Q3	$222K	Buy	+2,294	New	+$236K	0.23%	62
2015 Q2	–	Sell	-2,494	Closed	-$254K	–	66
2015 Q1	$238K	Hold	2,494	–	–	0.21%	69
2014 Q4	$240K	Buy	+2,494	New	+$230K	0.18%	72

Other funds holding SWK

JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $8.06B AUM 6.78% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Design & Management's SWK Position: Q3 2016 in Review

Retirement Design & Management sold out of Stanley Black & Decker (SWK) in Q3 2016, closing a stake of 2,027 shares — an estimated $225K sold.

Retirement Design & Management first reported a position in SWK in Q4 2014 and held it in 6 quarters. The position peaked at $240K in Q4 2014. 656 funds tracked by Wall St. Rank hold SWK as of Q3 2016.

Retirement Design & Management reported no remaining Stanley Black & Decker position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 2,027 Stanley Black & Decker shares in Q3 2016, an estimated $225K.
Retirement Design & Management first reported a position in Stanley Black & Decker in Q4 2014 and held it in 6 quarters.
Retirement Design & Management's Stanley Black & Decker position peaked at $240K in Q4 2014.
656 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.