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SHW icon

Wealthfront’s Sherwin-Williams SHW Stock Holding History

Wealthfront’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 		$1.05M Buy
6,948
+123
+2% +$18.2K 0.01% 249
2018
Q2 		$927K Sell
6,825
-231
-3% -$29.9K 0.01% 265
2018
Q1 		$922K Sell
7,056
-636
-8% -$86.7K 0.01% 272
2017
Q4 		$1.05M Buy
7,692
+1,068
+16% +$140K 0.01% 220
2017
Q3 		$791K Sell
6,624
-345
-5% -$39.6K 0.01% 235
2017
Q2 		$815K Buy
6,969
+711
+11% +$79.5K 0.01% 181
2017
Q1 		$647K Buy
6,258
+786
+14% +$79.2K 0.01% 181
2016
Q4 		$490K Sell
5,472
-249
-4% -$22K 0.01% 205
2016
Q3 		$528K Buy
5,721
+21
+0.4% +$2.04K 0.01% 174
2016
Q2 		$558K Buy
5,700
+153
+3% +$14.9K 0.02% 154
2016
Q1 		$526K Buy
5,547
+2,691
+94% +$236K 0.02% 147
2015
Q4 		$247K Sell
2,856
-168
-6% -$14.5K 0.01% 255
2015
Q3 		$225K Buy
3,024
+297
+11% +$26.1K 0.01% 253
2015
Q2 		$250K Buy
2,727
+348
+15% +$33K 0.01% 218
2015
Q1 		$226K Buy
2,379
+66
+3% +$6.15K 0.01% 224
2014
Q4 		$203K Buy
2,313
+579
+33% +$45.6K 0.01% 216
2014
Q3 		$127K Buy
1,734
+372
+27% +$26.4K 0.01% 249
2014
Q2 		$94K Buy
1,362
+456
+50% +$30.4K 0.01% 237
2014
Q1 		$60K Buy
+906
New +$58.5K 0.01% 221

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

Wealthfront's SHW Position: Q3 2018 in Review

Wealthfront increased its Sherwin-Williams (SHW) stake by 1.8% in Q3 2018, buying an estimated $18.2K and bringing the position to 6,948 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #249.

Wealthfront first reported a position in SHW in Q1 2014 and has held it in 19 quarters since. 910 funds tracked by Wall St. Rank hold SHW as of Q3 2018.

  • Wealthfront held 6,948 shares of Sherwin-Williams worth $1.05M as of Q3 2018.
  • Wealthfront bought 123 Sherwin-Williams shares in Q3 2018, an estimated $18.2K.
  • Sherwin-Williams made up 0.01% of Wealthfront's portfolio in Q3 2018, its #249 holding.
  • Wealthfront first reported a position in Sherwin-Williams in Q1 2014 and has held it in 19 quarters since.
  • 910 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.