SHJ
EMX

Sharkey, Howes & Javer’s EMX Royalty EMX Stock Holding History

Sharkey, Howes & Javer’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-180
Closed – – 205
2018
Q4 		$0 Hold
180
– – ﹤0.01% 211
2018
Q3 		$0 Hold
180
– – ﹤0.01% 217
2018
Q2 		$0 Hold
180
– – ﹤0.01% 205
2018
Q1 		$1K Hold
180
– – ﹤0.01% 193
2017
Q4 		$1K Hold
180
– – ﹤0.01% 195
2017
Q3 		$0 Buy
+180
New +$169 ﹤0.01% 220

Other funds holding EMX

GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return