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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sharkey, Howes & Javer sold out of Visa (V) in Q3 2019, closing a stake of 45 shares — an estimated $8K sold.

Sharkey, Howes & Javer first reported a position in V in Q3 2017 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 2,433 funds tracked by Wall St. Rank hold V as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Visa position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 45 Visa shares in Q3 2019, an estimated $8K.
  • Sharkey, Howes & Javer first reported a position in Visa in Q3 2017 and held it in 8 quarters.
  • Sharkey, Howes & Javer's Visa position peaked at $8K in Q2 2019.
  • 2,433 funds tracked by Wall St. Rank held Visa as of Q3 2019.

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