KJWM
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Kiley Juergens Wealth Management’s Accenture ACN Stock Holding History

Kiley Juergens Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-320
Closed -$54K – 44
2018
Q3 		$54K Buy
320
+75
+31% +$12.5K 0.04% 225
2018
Q2 		$40K Buy
+245
New +$38.1K 0.04% 229
2018
Q1 		– Sell
-245
Closed -$37K – 87
2017
Q4 		$37K Buy
+245
New +$35.5K 0.03% 239

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Accenture (ACN) in Q4 2018, closing a stake of 320 shares — an estimated $54K sold.

Kiley Juergens Wealth Management first reported a position in ACN in Q4 2017 and held it in 3 quarters. The position peaked at $54K in Q3 2018. 1,361 funds tracked by Wall St. Rank hold ACN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Accenture position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 320 Accenture shares in Q4 2018, an estimated $54K.
  • Kiley Juergens Wealth Management first reported a position in Accenture in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Accenture position peaked at $54K in Q3 2018.
  • 1,361 funds tracked by Wall St. Rank held Accenture as of Q4 2018.

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