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Catamount Wealth Management’s Sherwin-Williams SHW Stock Holding History

Catamount Wealth 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
2017
Q1 		– Sell
-45
Closed -$4K – 180
2016
Q4 		$4K Hold
45
– – ﹤0.01% 145
2016
Q3 		$4K Buy
+45
New +$4.36K ﹤0.01% 136

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catamount Wealth Management's SHW Position: Q1 2017 in Review

Catamount Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2017, closing a stake of 45 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in SHW in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 769 funds tracked by Wall St. Rank hold SHW as of Q1 2017.

  • Catamount Wealth Management reported no remaining Sherwin-Williams position as of Q1 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 45 Sherwin-Williams shares in Q1 2017, an estimated $4K.
  • Catamount Wealth Management first reported a position in Sherwin-Williams in Q3 2016 and held it in 2 quarters.
  • Catamount Wealth Management's Sherwin-Williams position peaked at $4K in Q4 2016.
  • 769 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2017.

Based on Catamount Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.