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Kiley Juergens Wealth Management’s Baxter International BAX Stock Holding History

Kiley Juergens Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$11K – 95
2018
Q3 		$11K Hold
150
– – 0.01% 447
2018
Q2 		$11K Buy
+150
New +$10.6K 0.01% 416
2018
Q1 		– Sell
-150
Closed -$9K – 132
2017
Q4 		$9K Buy
+150
New +$9.63K 0.01% 469

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Kiley Juergens Wealth Management sold out of Baxter International (BAX) in Q4 2018, closing a stake of 150 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in BAX in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Baxter International position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 150 Baxter International shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in Baxter International in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Baxter International position peaked at $11K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

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