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Wunderlich Capital Managemnt’s Sherwin-Williams SHW Stock Holding History

Wunderlich Capital Managemnt’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
-3,780
Closed -$574K – 99
2018
Q3 		$574K Sell
3,780
-483
-11% -$71.5K 0.41% 73
2018
Q2 		$579K Buy
+4,263
New +$552K 0.4% 76

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

Wunderlich Capital Managemnt's SHW Position: Q4 2018 in Review

Wunderlich Capital Managemnt sold out of Sherwin-Williams (SHW) in Q4 2018, closing a stake of 3,780 shares — an estimated $574K sold.

Wunderlich Capital Managemnt first reported a position in SHW in Q2 2018 and held it in 2 quarters. The position peaked at $579K in Q2 2018. 924 funds tracked by Wall St. Rank hold SHW as of Q4 2018.

  • Wunderlich Capital Managemnt reported no remaining Sherwin-Williams position as of Q4 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 3,780 Sherwin-Williams shares in Q4 2018, an estimated $574K.
  • Wunderlich Capital Managemnt first reported a position in Sherwin-Williams in Q2 2018 and held it in 2 quarters.
  • Wunderlich Capital Managemnt's Sherwin-Williams position peaked at $579K in Q2 2018.
  • 924 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2018, filed 14 Feb 2019.