SHJ
V icon

Sharkey, Howes & Javer’s Visa V Stock Holding History

Sharkey, Howes & Javer’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-45
Closed -$8K – 174
2019
Q2 		$8K Hold
45
– – ﹤0.01% 158
2019
Q1 		$7K Hold
45
– – ﹤0.01% 165
2018
Q4 		$6K Hold
45
– – ﹤0.01% 165
2018
Q3 		$7K Hold
45
– – ﹤0.01% 175
2018
Q2 		$6K Hold
45
– – ﹤0.01% 171
2018
Q1 		$5K Hold
45
– – ﹤0.01% 167
2017
Q4 		$5K Hold
45
– – ﹤0.01% 172
2017
Q3 		$5K Buy
+45
New +$4.56K ﹤0.01% 169

Other funds holding V

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return