KJWM
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Kiley Juergens Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11
Closed – – 143
2018
Q3 		$0 Hold
11
– – ﹤0.01% 655
2018
Q2 		$0 Buy
+11
New +$548 ﹤0.01% 595

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares CMBS ETF (CMBS) in Q4 2018, closing a stake of 11 shares.

Kiley Juergens Wealth Management first reported a position in CMBS in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 43 funds tracked by Wall St. Rank hold CMBS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares CMBS ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 11 iShares CMBS ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in iShares CMBS ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's iShares CMBS ETF position peaked at $0 in Q3 2018.
  • 43 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2018.

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