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Lugano Financial Advisors SA (LFA)’s Sherwin-Williams SHW Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		– Sell
-735
Closed -$112K – 170
2018
Q4 		$112K Hold
735
– – 0.08% 103
2018
Q3 		$112K Buy
+735
New +$109K 0.08% 103

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

Lugano Financial Advisors SA (LFA)'s SHW Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of Sherwin-Williams (SHW) in Q1 2019, closing a stake of 735 shares — an estimated $112K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SHW in Q3 2018 and held it in 2 quarters. The position peaked at $112K in Q4 2018. 935 funds tracked by Wall St. Rank hold SHW as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining Sherwin-Williams position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 735 Sherwin-Williams shares in Q1 2019, an estimated $112K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Sherwin-Williams in Q3 2018 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Sherwin-Williams position peaked at $112K in Q4 2018.
  • 935 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.