180 Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

180 Wealth Advisors’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,122	Closed	-$219K	–	259
2019 Q4	$219K	Sell	1,122 -39	-3%	-$7.44K	0.09%	239
2019 Q3	$213K	Sell	1,161 -369	-24%	-$62.8K	0.09%	235
2019 Q2	$262K	Sell	1,530 -2,982	-66%	-$446K	0.12%	203
2019 Q1	$672K	Buy	4,512 +696	+18%	+$96.9K	0.3%	89
2018 Q4	$579K	Hold	3,816	–	–	0.27%	113
2018 Q3	$579K	Buy	3,816 +705	+23%	+$104K	0.27%	113
2018 Q2	$423K	Buy	3,111 +1,281	+70%	+$166K	0.21%	139
2018 Q1	$238K	Buy	+1,830	New	+$249K	0.12%	202

Other funds holding SHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

180 Wealth Advisors's SHW Position: Q1 2020 in Review

180 Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2020, closing a stake of 1,122 shares — an estimated $219K sold.

180 Wealth Advisors first reported a position in SHW in Q1 2018 and held it in 8 quarters. The position peaked at $672K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold SHW as of Q1 2020.

180 Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2020 after selling out during the quarter.
180 Wealth Advisors sold 1,122 Sherwin-Williams shares in Q1 2020, an estimated $219K.
180 Wealth Advisors first reported a position in Sherwin-Williams in Q1 2018 and held it in 8 quarters.
180 Wealth Advisors's Sherwin-Williams position peaked at $672K in Q1 2019.
1,039 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2020.

Based on 180 Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.