Advisory Research’s Sherwin-Williams SHW Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,032	Closed	-$68K	–	624
2014 Q1	$68K	Buy	+1,032	New	+$66.6K	﹤0.01%	633

Other funds holding SHW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

MCM

Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Advisory Research's SHW Position: Q2 2014 in Review

Advisory Research sold out of Sherwin-Williams (SHW) in Q2 2014, closing a stake of 1,032 shares — an estimated $68K sold.

Advisory Research first reported a position in SHW in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 497 funds tracked by Wall St. Rank hold SHW as of Q2 2014.

Advisory Research reported no remaining Sherwin-Williams position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,032 Sherwin-Williams shares in Q2 2014, an estimated $68K.
Advisory Research first reported a position in Sherwin-Williams in Q1 2014 and held it in 1 quarter.
Advisory Research's Sherwin-Williams position peaked at $68K in Q1 2014.
497 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.