CWM
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Concert Wealth Management’s Sherwin-Williams SHW Stock Holding History

Concert 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
-6,966
Closed -$618K – 511
2016
Q4 		$618K Sell
6,966
-2,433
-26% -$215K 0.14% 213
2016
Q3 		$860K Buy
9,399
+117
+1% +$11.3K 0.1% 246
2016
Q2 		$911K Sell
9,282
-585
-6% -$57K 0.12% 221
2016
Q1 		$938K Sell
9,867
-543
-5% -$47.5K 0.13% 202
2015
Q4 		$898K Buy
+10,410
New +$901K 0.12% 218

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

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

Concert Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2017, closing a stake of 6,966 shares — an estimated $618K sold.

Concert Wealth Management first reported a position in SHW in Q4 2015 and held it in 5 quarters. The position peaked at $938K in Q1 2016. 769 funds tracked by Wall St. Rank hold SHW as of Q1 2017.

  • Concert Wealth Management reported no remaining Sherwin-Williams position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,966 Sherwin-Williams shares in Q1 2017, an estimated $618K.
  • Concert Wealth Management first reported a position in Sherwin-Williams in Q4 2015 and held it in 5 quarters.
  • Concert Wealth Management's Sherwin-Williams position peaked at $938K in Q1 2016.
  • 769 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.