Sharkey, Howes & Javer’s Honda HMC Stock Holding History

Sharkey, Howes & Javer’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1	Closed	–	–	101
2019 Q2	$0	Hold	1	–	–	﹤0.01%	200
2019 Q1	$0	Hold	1	–	–	﹤0.01%	208
2018 Q4	$0	Hold	1	–	–	﹤0.01%	213
2018 Q3	$0	Hold	1	–	–	﹤0.01%	220
2018 Q2	$0	Hold	1	–	–	﹤0.01%	208
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	198
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	197
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	192
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	190
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	211
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	205
2016 Q3	$1K	Hold	1	–	–	﹤0.01%	210
2016 Q2	$1K	Buy	+1	New	+$27	﹤0.01%	215

Other funds holding HMC

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return