Kiley Juergens Wealth Management’s ClearBridge American Energy MLP CBA Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,770	Closed	-$13K	–	783
2018 Q3	$13K	Hold	1,770	–	–	0.01%	440
2018 Q2	$13K	Buy	+1,770	New	+$13.3K	0.01%	406
2018 Q1	–	Sell	-1,770	Closed	-$14K	–	718
2017 Q4	$14K	Buy	+1,770	New	+$14.2K	0.01%	422

Other funds holding CBA

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 1,770 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in CBA in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,770 ClearBridge American Energy MLP shares in Q4 2018, an estimated $13K.
Kiley Juergens Wealth Management first reported a position in ClearBridge American Energy MLP in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's ClearBridge American Energy MLP position peaked at $14K in Q4 2017.
1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

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