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Hefty Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$6K Hold
48
– – ﹤0.01% 204
2017
Q4 		$7K Hold
48
– – ﹤0.01% 201
2017
Q3 		$6K Hold
48
– – ﹤0.01% 203
2017
Q2 		$5K Hold
48
– – ﹤0.01% 194
2017
Q1 		$4K Hold
48
– – ﹤0.01% 206
2016
Q4 		$4K Hold
48
– – ﹤0.01% 201
2016
Q3 		$4K Hold
48
– – ﹤0.01% 205
2016
Q2 		$4K Hold
48
– – ﹤0.01% 176
2016
Q1 		$4K Hold
48
– – ﹤0.01% 183
2015
Q4 		$4K Buy
+48
New +$4.15K ﹤0.01% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Hefty Wealth Partners's SHW Position: Q1 2018 in Review

Hefty Wealth Partners held its Sherwin-Williams (SHW) position steady in Q1 2018 at 48 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Hefty Wealth Partners first reported a position in SHW in Q4 2015 and has held it in 10 quarters since. The position peaked at $7K in Q4 2017. 855 funds tracked by Wall St. Rank hold SHW as of Q1 2018.

  • Hefty Wealth Partners held 48 shares of Sherwin-Williams worth $6K as of Q1 2018.
  • Hefty Wealth Partners left its Sherwin-Williams share count unchanged in Q1 2018.
  • Sherwin-Williams made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #204 holding.
  • Hefty Wealth Partners first reported a position in Sherwin-Williams in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's Sherwin-Williams position peaked at $7K in Q4 2017.
  • 855 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.