Sharkey, Howes & Javer’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Sharkey, Howes & Javer’s Portfolio PEGI Stock Details PEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-880	Closed	-$17K	–	264
2016 Q1	$17K	Buy	+880	New	+$15.8K	0.01%	152
2015 Q3	–	Sell	-1,432	Closed	-$41K	–	236
2015 Q2	$41K	Buy	+1,432	New	+$41.8K	0.03%	93

Other funds holding PEGI

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return

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

Sharkey, Howes & Javer sold out of Pattern Energy Group Inc. Class A (PEGI) in Q2 2016, closing a stake of 880 shares — an estimated $17K sold.

Sharkey, Howes & Javer first reported a position in PEGI in Q2 2015 and held it in 2 quarters. The position peaked at $41K in Q2 2015. 162 funds tracked by Wall St. Rank hold PEGI as of Q2 2016.

Sharkey, Howes & Javer reported no remaining Pattern Energy Group Inc. Class A position as of Q2 2016 after selling out during the quarter.
Sharkey, Howes & Javer sold 880 Pattern Energy Group Inc. Class A shares in Q2 2016, an estimated $17K.
Sharkey, Howes & Javer first reported a position in Pattern Energy Group Inc. Class A in Q2 2015 and held it in 2 quarters.
Sharkey, Howes & Javer's Pattern Energy Group Inc. Class A position peaked at $41K in Q2 2015.
162 funds tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q2 2016.

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