KJWM
BREW

Kiley Juergens Wealth Management’s Craft Brew Alliance, Inc. BREW Stock Holding History

Kiley Juergens Wealth Management’s Portfolio BREW Stock Details BREW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,914
Closed -$31K – 745
2018
Q3 		$31K Hold
1,914
– – 0.02% 302
2018
Q2 		$39K Buy
+1,914
New +$37.4K 0.03% 234
2018
Q1 		– Sell
-1,914
Closed -$36K – 673
2017
Q4 		$36K Buy
+1,914
New +$35.9K 0.03% 249

Other funds holding BREW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Craft Brew Alliance, Inc. (BREW) in Q4 2018, closing a stake of 1,914 shares — an estimated $31K sold.

Kiley Juergens Wealth Management first reported a position in BREW in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q2 2018. 89 funds tracked by Wall St. Rank hold BREW as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Craft Brew Alliance, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,914 Craft Brew Alliance, Inc. shares in Q4 2018, an estimated $31K.
  • Kiley Juergens Wealth Management first reported a position in Craft Brew Alliance, Inc. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Craft Brew Alliance, Inc. position peaked at $39K in Q2 2018.
  • 89 funds tracked by Wall St. Rank held Craft Brew Alliance, Inc. as of Q4 2018.

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