SHJ
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Sharkey, Howes & Javer’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Sharkey, Howes & Javer’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,699
Closed -$1.29M – 61
2019
Q4 		$1.29M Buy
11,699
+259
+2% +$28.4K 0.54% 31
2019
Q3 		$1.25M Buy
11,440
+54
+0.5% +$5.86K 0.54% 31
2019
Q2 		$1.22M Sell
11,386
-390
-3% -$40.7K 0.55% 28
2019
Q1 		$1.22M Buy
11,776
+11,754
+53,427% +$1.19M 0.57% 29
2018
Q4 		$2K Hold
22
– – ﹤0.01% 189
2018
Q3 		$2K Hold
22
– – ﹤0.01% 203
2018
Q2 		$2K Hold
22
– – ﹤0.01% 192
2018
Q1 		$2K Hold
22
– – ﹤0.01% 183
2017
Q4 		$2K Sell
22
-240
-92% -$25.3K ﹤0.01% 187
2017
Q3 		$28K Hold
262
– – 0.01% 109
2017
Q2 		$28K Hold
262
– – 0.02% 105
2017
Q1 		$27K Sell
262
-1,998
-88% -$205K 0.01% 119
2016
Q4 		$231K Buy
2,260
+37
+2% +$3.83K 0.14% 33
2016
Q3 		$237K Buy
2,223
+5
+0.2% +$534 0.14% 32
2016
Q2 		$236K Sell
2,218
-1,399
-39% -$146K 0.15% 32
2016
Q1 		$220K Hold
3,617
– – 0.16% 34
2015
Q4 		$358K Buy
3,617
+81
+2% +$8.12K 0.25% 28
2015
Q3 		$355K Sell
3,536
-30
-0.8% -$3.02K 0.27% 27
2015
Q2 		$358K Buy
3,566
+240
+7% +$24.6K 0.27% 17
2015
Q1 		$346K Buy
+3,326
New +$346K 0.22% 28

Other funds holding CORP

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's CORP Position: Q1 2020 in Review

Sharkey, Howes & Javer sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2020, closing a stake of 11,699 shares — an estimated $1.29M sold.

Sharkey, Howes & Javer first reported a position in CORP in Q1 2015 and held it in 20 quarters. The position peaked at $1.29M in Q4 2019. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2020.

  • Sharkey, Howes & Javer reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 11,699 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $1.29M.
  • Sharkey, Howes & Javer first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2015 and held it in 20 quarters.
  • Sharkey, Howes & Javer's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $1.29M in Q4 2019.
  • 122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2020, filed 24 Apr 2020.