Sharkey, Howes & Javer’s Under Armour UAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-21	Closed	-$1K	–	169
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	192
2019 Q1	$0	Hold	21	–	–	﹤0.01%	218
2018 Q4	$0	Hold	21	–	–	﹤0.01%	223
2018 Q3	$0	Hold	21	–	–	﹤0.01%	224
2018 Q2	$0	Hold	21	–	–	﹤0.01%	217
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	214
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	203
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	201
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	194
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	224
2016 Q4	$1K	Hold	21	–	–	﹤0.01%	213
2016 Q3	$1K	Hold	21	–	–	﹤0.01%	215
2016 Q2	$1K	Sell	21 -21	-50%	-$834	﹤0.01%	220
2016 Q1	$2K	Buy	+42	New	+$1.65K	﹤0.01%	225

Other funds holding UAA

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return