Sharkey, Howes & Javer’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-720	Closed	-$1K	–	152
2019 Q2	$1K	Hold	720	–	–	﹤0.01%	189
2019 Q1	$2K	Hold	720	–	–	﹤0.01%	192
2018 Q4	$1K	Hold	720	–	–	﹤0.01%	196
2018 Q3	$1K	Hold	720	–	–	﹤0.01%	212
2018 Q2	$2K	Hold	720	–	–	﹤0.01%	194
2018 Q1	$1K	Hold	720	–	–	﹤0.01%	211
2017 Q4	$2K	Hold	720	–	–	﹤0.01%	190
2017 Q3	$2K	Hold	720	–	–	﹤0.01%	183
2017 Q2	$2K	Hold	720	–	–	﹤0.01%	183
2017 Q1	$2K	Hold	720	–	–	﹤0.01%	199
2016 Q4	$2K	Hold	720	–	–	﹤0.01%	198
2016 Q3	$2K	Hold	720	–	–	﹤0.01%	200
2016 Q2	$2K	Hold	720	–	–	﹤0.01%	206
2016 Q1	$2K	Hold	720	–	–	﹤0.01%	224
2015 Q4	$2K	Buy	+720	New	+$1.88K	﹤0.01%	226

Other funds holding SMCI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return