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Sharkey, Howes & Javer’s Baxter International BAX Stock Holding History

Sharkey, Howes & Javer’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-400
Closed -$16K – 247
2016
Q1 		$16K Sell
400
-940
-70% -$35.8K 0.01% 154
2015
Q4 		$51K Buy
1,340
+940
+235% +$34.4K 0.04% 88
2015
Q3 		$14K Sell
400
-336
-46% -$12.7K 0.01% 168
2015
Q2 		$28K Buy
+736
New +$27.5K 0.02% 123

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sharkey, Howes & Javer's BAX Position: Q2 2016 in Review

Sharkey, Howes & Javer sold out of Baxter International (BAX) in Q2 2016, closing a stake of 400 shares — an estimated $16K sold.

Sharkey, Howes & Javer first reported a position in BAX in Q2 2015 and held it in 4 quarters. The position peaked at $51K in Q4 2015. 896 funds tracked by Wall St. Rank hold BAX as of Q2 2016.

  • Sharkey, Howes & Javer reported no remaining Baxter International position as of Q2 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 400 Baxter International shares in Q2 2016, an estimated $16K.
  • Sharkey, Howes & Javer first reported a position in Baxter International in Q2 2015 and held it in 4 quarters.
  • Sharkey, Howes & Javer's Baxter International position peaked at $51K in Q4 2015.
  • 896 funds tracked by Wall St. Rank held Baxter International as of Q2 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2016, filed 5 Aug 2016.