WealthTrust-Arizona’s Sherwin-Williams SHW Stock Holding History

WealthTrust-Arizona’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 Q4	–	Sell	-15	Closed	-$2K	–	680
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	587
2017 Q2	$2K	Sell	15 -51	-77%	-$5.7K	﹤0.01%	574
2017 Q1	$7K	Hold	66	–	–	﹤0.01%	443
2016 Q4	$6K	Buy	66 +12	+22%	+$1.06K	﹤0.01%	455
2016 Q3	$5K	Hold	54	–	–	﹤0.01%	480
2016 Q2	$5K	Hold	54	–	–	﹤0.01%	467
2016 Q1	$5K	Buy	54 +18	+50%	+$1.57K	﹤0.01%	465
2015 Q4	$3K	Hold	36	–	–	﹤0.01%	541
2015 Q3	$3K	Hold	36	–	–	﹤0.01%	528
2015 Q2	$3K	Hold	36	–	–	﹤0.01%	550
2015 Q1	$3K	Hold	36	–	–	﹤0.01%	562
2014 Q4	$3K	Buy	+36	New	+$2.84K	﹤0.01%	532
2013 Q3	–	Sell	-93	Closed	-$5K	–	669
2013 Q2	$5K	Buy	+93	New	+$5.61K	0.01%	447

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

WealthTrust-Arizona's SHW Position: Q4 2017 in Review

WealthTrust-Arizona sold out of Sherwin-Williams (SHW) in Q4 2017, closing a stake of 15 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in SHW in Q2 2013 and held it in 13 quarters. The position peaked at $7K in Q1 2017. 894 funds tracked by Wall St. Rank hold SHW as of Q4 2017.

WealthTrust-Arizona reported no remaining Sherwin-Williams position as of Q4 2017 after selling out during the quarter.
WealthTrust-Arizona sold 15 Sherwin-Williams shares in Q4 2017, an estimated $2K.
WealthTrust-Arizona first reported a position in Sherwin-Williams in Q2 2013 and held it in 13 quarters.
WealthTrust-Arizona's Sherwin-Williams position peaked at $7K in Q1 2017.
894 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2017.

Based on WealthTrust-Arizona's 13F filing for Q4 2017, filed 18 Jan 2018.