SHJ
DLTR icon

Sharkey, Howes & Javer’s Dollar Tree DLTR Stock Holding History

Sharkey, Howes & Javer’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-201
Closed -$17K – 252
2016
Q1 		$17K Buy
+201
New +$15.9K 0.01% 149

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

Sharkey, Howes & Javer sold out of Dollar Tree (DLTR) in Q2 2016, closing a stake of 201 shares — an estimated $17K sold.

Sharkey, Howes & Javer first reported a position in DLTR in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 608 funds tracked by Wall St. Rank hold DLTR as of Q2 2016.

  • Sharkey, Howes & Javer reported no remaining Dollar Tree position as of Q2 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 201 Dollar Tree shares in Q2 2016, an estimated $17K.
  • Sharkey, Howes & Javer first reported a position in Dollar Tree in Q1 2016 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Dollar Tree position peaked at $17K in Q1 2016.
  • 608 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2016.

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