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

Endurance 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
2019
Q3 		– Sell
-45
Closed -$7K – 538
2019
Q2 		$7K Hold
45
– – ﹤0.01% 404
2019
Q1 		$6K Hold
45
– – ﹤0.01% 415
2018
Q4 		$6K Buy
+45
New +$6.07K ﹤0.01% 409

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Endurance Wealth Management's SHW Position: Q3 2019 in Review

Endurance Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2019, closing a stake of 45 shares — an estimated $7K sold.

Endurance Wealth Management first reported a position in SHW in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 997 funds tracked by Wall St. Rank hold SHW as of Q3 2019.

  • Endurance Wealth Management reported no remaining Sherwin-Williams position as of Q3 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 45 Sherwin-Williams shares in Q3 2019, an estimated $7K.
  • Endurance Wealth Management first reported a position in Sherwin-Williams in Q4 2018 and held it in 3 quarters.
  • Endurance Wealth Management's Sherwin-Williams position peaked at $7K in Q2 2019.
  • 997 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2019.

Based on Endurance Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.