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SHJ
Sharkey, Howes & Javer’s
Corpay
CPAY
Stock Holding History
Sharkey, Howes & Javer’s Portfolio
CPAY Stock Details
CPAY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-20
Closed
-$6K
–
186
2019
Q2
$6K
Hold
20
–
–
﹤0.01%
167
2019
Q1
$5K
Hold
20
–
–
﹤0.01%
177
2018
Q4
$4K
Sell
20
-130
-87%
-$25.4K
﹤0.01%
178
2018
Q3
$7K
Buy
150
+130
+650%
+$28.4K
﹤0.01%
176
2018
Q2
$4K
Hold
20
–
–
﹤0.01%
182
2018
Q1
$4K
Sell
20
-980
-98%
-$199K
﹤0.01%
172
2017
Q4
$1K
Buy
1,000
+980
+4,900%
+$172K
﹤0.01%
205
2017
Q3
$3K
Hold
20
–
–
﹤0.01%
179
2017
Q2
$3K
Hold
20
–
–
﹤0.01%
178
2017
Q1
$3K
Hold
20
–
–
﹤0.01%
193
2016
Q4
$3K
Hold
20
–
–
﹤0.01%
192
2016
Q3
$3K
Hold
20
–
–
﹤0.01%
195
2016
Q2
$3K
Hold
20
–
–
﹤0.01%
202
2016
Q1
$3K
Hold
20
–
–
﹤0.01%
218
2015
Q4
$3K
Buy
+20
New
+$2.94K
﹤0.01%
217
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
BBHC
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$18.6B AUM
15.81%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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