SHJ
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Sharkey, Howes & Javer’s Quest Diagnostics DGX Stock Holding History

Sharkey, Howes & Javer’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$8K – 200
2015
Q1 		$8K Buy
+100
New +$7.16K 0.01% 182

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sharkey, Howes & Javer's DGX Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Quest Diagnostics (DGX) in Q2 2015, closing a stake of 100 shares — an estimated $8K sold.

Sharkey, Howes & Javer first reported a position in DGX in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 542 funds tracked by Wall St. Rank hold DGX as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Quest Diagnostics position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 100 Quest Diagnostics shares in Q2 2015, an estimated $8K.
  • Sharkey, Howes & Javer first reported a position in Quest Diagnostics in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Quest Diagnostics position peaked at $8K in Q1 2015.
  • 542 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.