SHJ
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Sharkey, Howes & Javer’s Climb Global Solutions CLMB Stock Holding History

Sharkey, Howes & Javer’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-860
Closed -$4K – 251
2016
Q1 		$4K Hold
860
– – ﹤0.01% 204
2015
Q4 		$4K Buy
+860
New +$3.92K ﹤0.01% 201

Other funds holding CLMB

EAM
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Sharkey, Howes & Javer sold out of Climb Global Solutions (CLMB) in Q2 2016, closing a stake of 860 shares — an estimated $4K sold.

Sharkey, Howes & Javer first reported a position in CLMB in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 30 funds tracked by Wall St. Rank hold CLMB as of Q2 2016.

  • Sharkey, Howes & Javer reported no remaining Climb Global Solutions position as of Q2 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 860 Climb Global Solutions shares in Q2 2016, an estimated $4K.
  • Sharkey, Howes & Javer first reported a position in Climb Global Solutions in Q4 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Climb Global Solutions position peaked at $4K in Q1 2016.
  • 30 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2016.

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