Bruderman Asset Management’s Sherwin-Williams SHW Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-135	Closed	-$19K	–	477
2019 Q1	$19K	Hold	135	–	–	﹤0.01%	377
2018 Q4	$18K	Hold	135	–	–	﹤0.01%	364
2018 Q3	$20K	Hold	135	–	–	﹤0.01%	255
2018 Q2	$18K	Hold	135	–	–	﹤0.01%	274
2018 Q1	$18K	Buy	+135	New	+$18.4K	﹤0.01%	275
2017 Q3	–	Sell	-135	Closed	-$16K	–	282
2017 Q2	$16K	Buy	+135	New	+$15.1K	﹤0.01%	282
2017 Q1	–	Sell	-2,451	Closed	-$220K	–	277
2016 Q4	$220K	Buy	2,451 +6	+0.2%	+$530	0.07%	106
2016 Q3	$225K	Hold	2,445	–	–	0.07%	111
2016 Q2	$239K	Sell	2,445 -234	-9%	-$22.8K	0.07%	111
2016 Q1	$254K	Buy	2,679 +441	+20%	+$38.6K	0.09%	104
2015 Q4	$194K	Buy	+2,238	New	+$194K	0.07%	121

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bruderman Asset Management's SHW Position: Q2 2019 in Review

Bruderman Asset Management sold out of Sherwin-Williams (SHW) in Q2 2019, closing a stake of 135 shares — an estimated $19K sold.

Bruderman Asset Management first reported a position in SHW in Q4 2015 and held it in 11 quarters. The position peaked at $254K in Q1 2016. 956 funds tracked by Wall St. Rank hold SHW as of Q2 2019.

Bruderman Asset Management reported no remaining Sherwin-Williams position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 135 Sherwin-Williams shares in Q2 2019, an estimated $19K.
Bruderman Asset Management first reported a position in Sherwin-Williams in Q4 2015 and held it in 11 quarters.
Bruderman Asset Management's Sherwin-Williams position peaked at $254K in Q1 2016.
956 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.