BPBT
SHW icon

Boston Private Bank & Trust’s Sherwin-Williams SHW Stock Holding History

Boston Private Bank & Trust’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
2013
Q4 		– Sell
-18
Closed -$1K – 1081
2013
Q3 		$1K Buy
+18
New +$1.06K ﹤0.01% 965

Other funds holding SHW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Private Bank & Trust's SHW Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of Sherwin-Williams (SHW) in Q4 2013, closing a stake of 18 shares — an estimated $1K sold.

Boston Private Bank & Trust first reported a position in SHW in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 514 funds tracked by Wall St. Rank hold SHW as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Sherwin-Williams position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 18 Sherwin-Williams shares in Q4 2013, an estimated $1K.
  • Boston Private Bank & Trust first reported a position in Sherwin-Williams in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Sherwin-Williams position peaked at $1K in Q3 2013.
  • 514 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.