SHJ
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Sharkey, Howes & Javer’s Comcast CMCSA Stock Holding History

Sharkey, Howes & Javer’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,270
Closed -$54K – 76
2019
Q2 		$54K Hold
1,270
– – 0.02% 107
2019
Q1 		$51K Sell
1,270
-114
-8% -$4.29K 0.02% 109
2018
Q4 		$47K Hold
1,384
– – 0.03% 105
2018
Q3 		$49K Hold
1,384
– – 0.03% 113
2018
Q2 		$45K Hold
1,384
– – 0.03% 107
2018
Q1 		$47K Hold
1,384
– – 0.03% 93
2017
Q4 		$55K Hold
1,384
– – 0.03% 85
2017
Q3 		$52K Buy
1,384
+172
+14% +$6.78K 0.03% 88
2017
Q2 		$47K Buy
1,212
+114
+10% +$4.49K 0.03% 87
2017
Q1 		$41K Buy
+1,098
New +$40.7K 0.02% 102

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return