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

Acorn 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
2018
Q2 		– Sell
-12
Closed -$1K – 748
2018
Q1 		$1K Hold
12
– – ﹤0.01% 818
2017
Q4 		$2K Buy
+12
New +$1.58K ﹤0.01% 723

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorn Wealth Advisors's SHW Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in SHW in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 869 funds tracked by Wall St. Rank hold SHW as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 12 Sherwin-Williams shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Sherwin-Williams in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Sherwin-Williams position peaked at $2K in Q4 2017.
  • 869 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.