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Holistic Financial Partners’s Sherwin-Williams SHW Stock Holding History

Holistic Financial 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
Q2 		– Sell
-612
Closed -$80K – 307
2018
Q1 		$80K Hold
612
– – 0.07% 134
2017
Q4 		$84K Buy
+612
New +$80.5K 0.07% 134

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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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's SHW Position: Q2 2018 in Review

Holistic Financial Partners sold out of Sherwin-Williams (SHW) in Q2 2018, closing a stake of 612 shares — an estimated $80K sold.

Holistic Financial Partners first reported a position in SHW in Q4 2017 and held it in 2 quarters. The position peaked at $84K in Q4 2017. 870 funds tracked by Wall St. Rank hold SHW as of Q2 2018.

  • Holistic Financial Partners reported no remaining Sherwin-Williams position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 612 Sherwin-Williams shares in Q2 2018, an estimated $80K.
  • Holistic Financial Partners first reported a position in Sherwin-Williams in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Sherwin-Williams position peaked at $84K in Q4 2017.
  • 870 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.