Polaris Wealth Advisory Group’s Sherwin-Williams SHW Stock Holding History

Polaris Wealth Advisory 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
2019 Q1	–	Sell	-138,378	Closed	-$18.1M	–	170
2018 Q4	$18.1M	Sell	138,378 -315	-0.2%	-$42.5K	1.71%	27
2018 Q3	$21M	Sell	138,693 -654	-0.5%	-$96.8K	1.45%	32
2018 Q2	$18.2M	Sell	139,347 -87	-0.1%	-$11.3K	1.54%	31
2018 Q1	$18.2M	Buy	139,434 +8,802	+7%	+$1.2M	1.49%	31
2017 Q4	$17.9M	Buy	130,632 +4,143	+3%	+$545K	1.47%	33
2017 Q3	$15.1M	Buy	+126,489	New	+$14.5M	1.33%	36

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Polaris Wealth Advisory Group's SHW Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Sherwin-Williams (SHW) in Q1 2019, closing a stake of 138,378 shares — an estimated $18.1M sold.

Polaris Wealth Advisory Group first reported a position in SHW in Q3 2017 and held it in 6 quarters. The position peaked at $21M in Q3 2018. 934 funds tracked by Wall St. Rank hold SHW as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Sherwin-Williams position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 138,378 Sherwin-Williams shares in Q1 2019, an estimated $18.1M.
Polaris Wealth Advisory Group first reported a position in Sherwin-Williams in Q3 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's Sherwin-Williams position peaked at $21M in Q3 2018.
934 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.