Kiley Juergens Wealth Management’s City Holding Co CHCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-200	Closed	-$15K	–	134
2018 Q3	$15K	Hold	200	–	–	0.01%	409
2018 Q2	$15K	Buy	+200	New	+$14.8K	0.01%	370
2018 Q1	–	Sell	-200	Closed	-$13K	–	166
2017 Q4	$13K	Buy	+200	New	+$14K	0.01%	425

Other funds holding CHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of City Holding Co (CHCO) in Q4 2018, closing a stake of 200 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in CHCO in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 148 funds tracked by Wall St. Rank hold CHCO as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining City Holding Co position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 200 City Holding Co shares in Q4 2018, an estimated $15K.
Kiley Juergens Wealth Management first reported a position in City Holding Co in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's City Holding Co position peaked at $15K in Q3 2018.
148 funds tracked by Wall St. Rank held City Holding Co as of Q4 2018.

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