Sharkey, Howes & Javer Closed Holding Positions

Sharkey, Howes & Javer

  • $665 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Control4 Corp
Q4 2018 Filed on Jan 25, 2019
193
N/A
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 25, 2019
104
$28.23 - $47.01 $2.94K - $4.89K
NVEE
Nv5 Global, Inc.

Industrials
Q4 2018 Filed on Jan 25, 2019
60
$54.19 - $90.0 $3.25K - $5.4K
TTD
Trade Desk, Inc.

Technology
Q4 2018 Filed on Jan 25, 2019
39
$10.44 - $14.86 $407 - $580
APPN
Appian Corp

Technology
Q4 2018 Filed on Jan 25, 2019
139
$22.99 - $30.24 $3.2K - $4.2K
Templeton Emrg Mkt Ord
Q4 2018 Filed on Jan 25, 2019
3,100
N/A
Praxair Inc
Q4 2018 Filed on Jan 25, 2019
200
N/A
EHC
Encompass Health Corp

Healthcare
Q4 2018 Filed on Jan 25, 2019
57
$47.37 - $62.44 $2.7K - $3.56K
EMR
Emerson Electric CO

Industrials
Q4 2018 Filed on Jan 25, 2019
450
$55.49 - $78.52 $25K - $35.3K
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2018 Filed on Jan 25, 2019
2
$91.85 - $104.2 $184 - $208
AIG
American International Group, Inc.

Financial Services
Q4 2018 Filed on Jan 25, 2019
5
$36.59 - $54.05 $183 - $270
Invesco S&P Material
Q4 2018 Filed on Jan 25, 2019
88,966
N/A
Indivior PLC Ord
Q3 2018 Filed on Oct 19, 2018
500
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q3 2018 Filed on Oct 19, 2018
2,350
$15.36 - $20.17 $36.1K - $47.4K
Halyard Health Inc
Q3 2018 Filed on Oct 19, 2018
50
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2018 Filed on Oct 19, 2018
400
$60.38 - $63.97 $24.2K - $25.6K
Powershares S&P 500 Equal Weight
Q2 2018 Filed on Jul 26, 2018
307,552
N/A
UNP
Union Pacific Corp

Industrials
Q2 2018 Filed on Jul 26, 2018
22
$130.02 - $147.02 $2.86K - $3.23K
Safeway Pdc, LLC Cvr Rts
Q2 2018 Filed on Jul 26, 2018
1,900
N/A
Blackhawk Network
Q2 2018 Filed on Jul 26, 2018
388
N/A
Alps Alerian Mlp ETF
Q2 2018 Filed on Jul 26, 2018
118
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2018 Filed on Jul 26, 2018
40
$25.52 - $31.93 $1.02K - $1.28K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2018 Filed on Jul 26, 2018
32
$102.12 - $114.04 $3.27K - $3.65K
SO
Southern CO

Utilities
Q2 2018 Filed on Jul 26, 2018
80
$42.73 - $46.6 $3.42K - $3.73K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2018 Filed on Jul 26, 2018
11
$135.1 - $152.76 $1.49K - $1.68K
OKE
Oneok Inc

Energy
Q2 2018 Filed on Jul 26, 2018
30
$56.14 - $70.07 $1.68K - $2.1K
OGS
One Gas, Inc.

Utilities
Q2 2018 Filed on Jul 26, 2018
15
$65.55 - $75.63 $983 - $1.13K
Nextera Energy Inc
Q2 2018 Filed on Jul 26, 2018
108
N/A
VTV
Vanguard Value ETF

ETFs
Q1 2018 Filed on Apr 26, 2018
283
N/A
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2018 Filed on Apr 26, 2018
35
N/A
Powershs Exch Trad Fd Tr Power
Q1 2018 Filed on Apr 26, 2018
134
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2018 Filed on Apr 26, 2018
20
$21.49 - $24.98 $430 - $500
Healthsouth Corp
Q1 2018 Filed on Apr 26, 2018
57
N/A
SNY
Sanofi

Healthcare
Q1 2018 Filed on Apr 26, 2018
285
$38.98 - $45.76 $11.1K - $13K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2018 Filed on Apr 26, 2018
111
N/A
SRLN
Ssga Active Trust

ETFs
Q1 2018 Filed on Apr 26, 2018
204
N/A
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2018 Filed on Apr 26, 2018
181
N/A
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2018 Filed on Apr 26, 2018
162
N/A
Alvopetro Energy LTD
Q1 2018 Filed on Apr 26, 2018
1,500
N/A
Business Developement CO
Q1 2018 Filed on Apr 26, 2018
343
N/A
Maxar Technologies
Q1 2018 Filed on Apr 26, 2018
31
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2017 Filed on Feb 14, 2018
1,060
N/A
MAT
Mattel Inc

Consumer Cyclical
Q4 2017 Filed on Feb 14, 2018
5
$13.04 - $18.81 $65.2 - $94.1
Brocade Communications Sys Inc
Q4 2017 Filed on Feb 14, 2018
5,642
N/A
Macdonald Dettwiler
Q4 2017 Filed on Feb 14, 2018
31
N/A
Raytheon Company New
Q4 2017 Filed on Feb 14, 2018
2
N/A
BA
Boeing CO

Industrials
Q4 2017 Filed on Feb 14, 2018
3
$255.46 - $297.9 $766 - $894
Owc Pharmaceutical
Q4 2017 Filed on Feb 14, 2018
2,165
N/A
Vanek Vectors Rare Earth
Q4 2017 Filed on Feb 14, 2018
19
N/A
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