SHJ
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Sharkey, Howes & Javer’s Philip Morris PM Stock Holding History

Sharkey, Howes & Javer’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$8K – 140
2019
Q2 		$8K Hold
100
– – ﹤0.01% 157
2019
Q1 		$9K Hold
100
– – ﹤0.01% 159
2018
Q4 		$7K Hold
100
– – ﹤0.01% 160
2018
Q3 		$8K Hold
100
– – ﹤0.01% 168
2018
Q2 		$8K Hold
100
– – ﹤0.01% 162
2018
Q1 		$9K Hold
100
– – 0.01% 149
2017
Q4 		$11K Hold
100
– – 0.01% 146
2017
Q3 		$12K Hold
100
– – 0.01% 146
2017
Q2 		$12K Hold
100
– – 0.01% 149
2017
Q1 		$11K Buy
+100
New +$10.3K 0.01% 160
2016
Q4 		– Sell
-100
Closed -$10K – 240
2016
Q3 		$10K Hold
100
– – 0.01% 165
2016
Q2 		$10K Hold
100
– – 0.01% 168
2016
Q1 		$10K Hold
100
– – 0.01% 183
2015
Q4 		$9K Sell
100
-60
-38% -$5.21K 0.01% 186
2015
Q3 		$13K Buy
160
+60
+60% +$4.94K 0.01% 175
2015
Q2 		$8K Sell
100
-100
-50% -$8.23K 0.01% 165
2015
Q1 		$15K Buy
+200
New +$16.2K 0.01% 168

Other funds holding PM

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return