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Measured Wealth Private Client Group’s Sherwin-Williams SHW Stock Holding History

Measured Wealth Private Client Group’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
-375
Closed -$57K – 591
2018
Q3 		$57K Buy
+375
New +$55.5K 0.03% 322

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's SHW Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Sherwin-Williams (SHW) in Q4 2018, closing a stake of 375 shares — an estimated $57K sold.

Measured Wealth Private Client Group first reported a position in SHW in Q3 2018 and held it in 1 quarter. The position peaked at $57K in Q3 2018. 923 funds tracked by Wall St. Rank hold SHW as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Sherwin-Williams position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 375 Sherwin-Williams shares in Q4 2018, an estimated $57K.
  • Measured Wealth Private Client Group first reported a position in Sherwin-Williams in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Sherwin-Williams position peaked at $57K in Q3 2018.
  • 923 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.