McAdam LLC’s Sherwin-Williams SHW Stock Holding History

McAdam LLC’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 Q4	–	Sell	-138	Closed	-$21K	–	510
2018 Q3	$21K	Sell	138 -12	-8%	-$1.78K	0.01%	250
2018 Q2	$20K	Hold	150	–	–	0.01%	245
2018 Q1	$20K	Buy	+150	New	+$20.4K	0.01%	245

Other funds holding SHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McAdam LLC's SHW Position: Q4 2018 in Review

McAdam LLC sold out of Sherwin-Williams (SHW) in Q4 2018, closing a stake of 138 shares — an estimated $21K sold.

McAdam LLC first reported a position in SHW in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 923 funds tracked by Wall St. Rank hold SHW as of Q4 2018.

McAdam LLC reported no remaining Sherwin-Williams position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 138 Sherwin-Williams shares in Q4 2018, an estimated $21K.
McAdam LLC first reported a position in Sherwin-Williams in Q1 2018 and held it in 3 quarters.
McAdam LLC's Sherwin-Williams position peaked at $21K in Q3 2018.
923 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.