KJWM
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Kiley Juergens Wealth Management’s Automatic Data Processing ADP Stock Holding History

Kiley Juergens Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$30K – 49
2018
Q3 		$30K Hold
200
– – 0.02% 303
2018
Q2 		$26K Buy
+200
New +$25.3K 0.02% 281
2018
Q1 		– Sell
-200
Closed -$23K – 92
2017
Q4 		$23K Buy
+200
New +$22.9K 0.02% 321

Other funds holding ADP

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2018, closing a stake of 200 shares — an estimated $30K sold.

Kiley Juergens Wealth Management first reported a position in ADP in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 1,472 funds tracked by Wall St. Rank hold ADP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Automatic Data Processing position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 200 Automatic Data Processing shares in Q4 2018, an estimated $30K.
  • Kiley Juergens Wealth Management first reported a position in Automatic Data Processing in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Automatic Data Processing position peaked at $30K in Q3 2018.
  • 1,472 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2018.

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