Ancora Family Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Ancora Family 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
2016 Q3	$601K	Buy	6,513 +858	+15%	+$83.2K	0.2%	121
2016 Q2	$554K	Buy	5,655 +375	+7%	+$36.5K	0.21%	114
2016 Q1	$501K	Buy	5,280 +3	+0.1%	+$263	0.2%	122
2015 Q4	$457K	Buy	5,277 +300	+6%	+$26K	0.2%	127
2015 Q3	$370K	Buy	+4,977	New	+$437K	0.15%	138

Other funds holding SHW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ancora Family Wealth Advisors's SHW Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Sherwin-Williams (SHW) stake by 15% in Q3 2016, buying an estimated $83.2K and bringing the position to 6,513 shares worth $601K. The position accounts for 0.2% of the portfolio, ranked #121.

Ancora Family Wealth Advisors first reported a position in SHW in Q3 2015 and has held it in 5 quarters since. 719 funds tracked by Wall St. Rank hold SHW as of Q3 2016.

Ancora Family Wealth Advisors held 6,513 shares of Sherwin-Williams worth $601K as of Q3 2016.
Ancora Family Wealth Advisors bought 858 Sherwin-Williams shares in Q3 2016, an estimated $83.2K.
Sherwin-Williams made up 0.2% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #121 holding.
Ancora Family Wealth Advisors first reported a position in Sherwin-Williams in Q3 2015 and has held it in 5 quarters since.
719 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.