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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sharkey, Howes & Javer's PM Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Philip Morris (PM) in Q3 2019, closing a stake of 100 shares — an estimated $8K sold.

Sharkey, Howes & Javer first reported a position in PM in Q1 2015 and held it in 17 quarters. The position peaked at $15K in Q1 2015. 1,662 funds tracked by Wall St. Rank hold PM as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Philip Morris position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 100 Philip Morris shares in Q3 2019, an estimated $8K.
Sharkey, Howes & Javer first reported a position in Philip Morris in Q1 2015 and held it in 17 quarters.
Sharkey, Howes & Javer's Philip Morris position peaked at $15K in Q1 2015.
1,662 funds tracked by Wall St. Rank held Philip Morris as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.