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Stanford Investment Group’s Sherwin-Williams SHW Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-402
Closed -$36K – 245
2016
Q4 		$36K Hold
402
– – 0.02% 172
2016
Q3 		$37K Hold
402
– – 0.02% 182
2016
Q2 		$39K Buy
402
+54
+16% +$5.26K 0.02% 167
2016
Q1 		$33K Hold
348
– – 0.02% 186
2015
Q4 		$30K Hold
348
– – 0.02% 180
2015
Q3 		$26K Sell
348
-141
-29% -$12.4K 0.02% 197
2015
Q2 		$45K Buy
489
+60
+14% +$5.69K 0.03% 137
2015
Q1 		$41K Buy
429
+120
+39% +$11.2K 0.03% 152
2014
Q4 		$27K Buy
+309
New +$24.3K 0.02% 201

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stanford Investment Group's SHW Position: Q1 2017 in Review

Stanford Investment Group sold out of Sherwin-Williams (SHW) in Q1 2017, closing a stake of 402 shares — an estimated $36K sold.

Stanford Investment Group first reported a position in SHW in Q4 2014 and held it in 9 quarters. The position peaked at $45K in Q2 2015. 769 funds tracked by Wall St. Rank hold SHW as of Q1 2017.

  • Stanford Investment Group reported no remaining Sherwin-Williams position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 402 Sherwin-Williams shares in Q1 2017, an estimated $36K.
  • Stanford Investment Group first reported a position in Sherwin-Williams in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Sherwin-Williams position peaked at $45K in Q2 2015.
  • 769 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.