KJWM
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Kiley Juergens Wealth Management’s Aecom ACM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-480
Closed -$15K – 43
2018
Q3 		$15K Buy
480
+80
+20% +$2.64K 0.01% 406
2018
Q2 		$13K Buy
+400
New +$13.7K 0.01% 400
2018
Q1 		– Sell
-400
Closed -$14K – 86
2017
Q4 		$14K Buy
+400
New +$14.5K 0.01% 408

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Kiley Juergens Wealth Management's ACM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Aecom (ACM) in Q4 2018, closing a stake of 480 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in ACM in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 269 funds tracked by Wall St. Rank hold ACM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Aecom position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 480 Aecom shares in Q4 2018, an estimated $15K.
  • Kiley Juergens Wealth Management first reported a position in Aecom in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Aecom position peaked at $15K in Q3 2018.
  • 269 funds tracked by Wall St. Rank held Aecom as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.