Sharkey, Howes & Javer’s Spectra Energy Corp Wi SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-377	Closed	-$15K	–	258
2016 Q4	$15K	Hold	377	–	–	0.01%	154
2016 Q3	$16K	Hold	377	–	–	0.01%	147
2016 Q2	$14K	Sell	377 -513	-58%	-$16.4K	0.01%	157
2016 Q1	$27K	Buy	890 +513	+136%	+$14.5K	0.02%	128
2015 Q4	$9K	Buy	377 +156	+71%	+$4.15K	0.01%	188
2015 Q3	$6K	Buy	+221	New	+$6.43K	﹤0.01%	191
2015 Q2	–	Sell	-1,198	Closed	-$43K	–	270
2015 Q1	$43K	Buy	+1,198	New	+$41.9K	0.03%	104

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Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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Thrivent Financial for Lutherans

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Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return