SHJ
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Sharkey, Howes & Javer’s CrossAmerica Partners CAPL Stock Holding History

Sharkey, Howes & Javer’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,227
Closed -$35K – 225
2015
Q2 		$35K Buy
+1,227
New +$39.2K 0.03% 110

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sharkey, Howes & Javer's CAPL Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of CrossAmerica Partners (CAPL) in Q3 2015, closing a stake of 1,227 shares — an estimated $35K sold.

Sharkey, Howes & Javer first reported a position in CAPL in Q2 2015 and held it in 1 quarter. The position peaked at $35K in Q2 2015. 43 funds tracked by Wall St. Rank hold CAPL as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining CrossAmerica Partners position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,227 CrossAmerica Partners shares in Q3 2015, an estimated $35K.
  • Sharkey, Howes & Javer first reported a position in CrossAmerica Partners in Q2 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's CrossAmerica Partners position peaked at $35K in Q2 2015.
  • 43 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.