Integrated Wealth Management (Palm Desert)’s Sherwin-Williams SHW Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-27	Closed	-$2K	–	870
2016 Q3	$2K	Hold	27	–	–	﹤0.01%	1084
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	1021
2016 Q1	$3K	Hold	27	–	–	﹤0.01%	950
2015 Q4	$2K	Hold	27	–	–	﹤0.01%	1110
2015 Q3	$2K	Hold	27	–	–	﹤0.01%	1127
2015 Q2	$2K	Hold	27	–	–	﹤0.01%	1155
2015 Q1	$2K	Buy	+27	New	+$2.52K	﹤0.01%	1113

Other funds holding SHW

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIT

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BFA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SHW Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Sherwin-Williams (SHW) in Q4 2016, closing a stake of 27 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SHW in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2016. 742 funds tracked by Wall St. Rank hold SHW as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Sherwin-Williams position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 27 Sherwin-Williams shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Sherwin-Williams in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Sherwin-Williams position peaked at $3K in Q2 2016.
742 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.