KJWM
APA icon

Kiley Juergens Wealth Management’s APA Corp APA Stock Holding History

Kiley Juergens Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-970
Closed -$46K – 75
2018
Q3 		$46K Hold
970
– – 0.03% 241
2018
Q2 		$45K Buy
+970
New +$40.2K 0.04% 215
2018
Q1 		– Sell
-970
Closed -$40K – 114
2017
Q4 		$40K Buy
+970
New +$40.8K 0.04% 226

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of APA Corp (APA) in Q4 2018, closing a stake of 970 shares — an estimated $46K sold.

Kiley Juergens Wealth Management first reported a position in APA in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q3 2018. 640 funds tracked by Wall St. Rank hold APA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining APA Corp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 970 APA Corp shares in Q4 2018, an estimated $46K.
  • Kiley Juergens Wealth Management first reported a position in APA Corp in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's APA Corp position peaked at $46K in Q3 2018.
  • 640 funds tracked by Wall St. Rank held APA Corp as of Q4 2018.

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