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

Gupta 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
2016 Q1	$19K	Sell	195 -15	-7%	-$1.31K	﹤0.01%	666
2015 Q4	$18K	Hold	210	–	–	﹤0.01%	688
2015 Q3	$16K	Hold	210	–	–	﹤0.01%	763
2015 Q2	$19K	Buy	210 +165	+367%	+$15.6K	﹤0.01%	750
2015 Q1	$4K	Buy	+45	New	+$4.2K	﹤0.01%	926

Other funds holding SHW

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's SHW Position: Q1 2016 in Review

Gupta Wealth Management reduced its Sherwin-Williams (SHW) stake by 7.1% in Q1 2016, selling an estimated $1.31K and leaving 195 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Gupta Wealth Management first reported a position in SHW in Q1 2015 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold SHW as of Q1 2016.

Gupta Wealth Management held 195 shares of Sherwin-Williams worth $19K as of Q1 2016.
Gupta Wealth Management sold 15 Sherwin-Williams shares in Q1 2016, an estimated $1.31K.
Sherwin-Williams made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #666 holding.
Gupta Wealth Management first reported a position in Sherwin-Williams in Q1 2015 and has held it in 5 quarters since.
714 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.