SHJ
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Sharkey, Howes & Javer’s SPX Corp SPXC Stock Holding History

Sharkey, Howes & Javer’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-87
Closed -$2K – 251
2015
Q1 		$2K Buy
+87
New +$1.87K ﹤0.01% 208

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SC
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Point72 Asset Management
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Jennison Associates
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TA
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return