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Mariner Wealth Advisors (Cincinnati)’s Sherwin-Williams SHW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$252K Sell
1,659
-435
-21% -$64.4K 0.01% 264
2018
Q2 		$284K Buy
2,094
+435
+26% +$56.3K 0.02% 250
2018
Q1 		$217K Hold
1,659
– – 0.01% 265
2017
Q4 		$227K Buy
+1,659
New +$218K 0.01% 258

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SHW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Sherwin-Williams (SHW) stake by 21% in Q3 2018, selling an estimated $64.4K and leaving 1,659 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #264.

Mariner Wealth Advisors (Cincinnati) first reported a position in SHW in Q4 2017 and has held it in 4 quarters since. The position peaked at $284K in Q2 2018. 910 funds tracked by Wall St. Rank hold SHW as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 1,659 shares of Sherwin-Williams worth $252K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 435 Sherwin-Williams shares in Q3 2018, an estimated $64.4K.
  • Sherwin-Williams made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #264 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Sherwin-Williams in Q4 2017 and has held it in 4 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Sherwin-Williams position peaked at $284K in Q2 2018.
  • 910 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.