KJWM
CNA icon

Kiley Juergens Wealth Management’s CNA Financial CNA Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-105
Closed – – 147
2018
Q3 		$0 Hold
105
– – ﹤0.01% 657
2018
Q2 		$0 Buy
+105
New +$5.07K ﹤0.01% 597
2018
Q1 		– Sell
-105
Closed -$5K – 178
2017
Q4 		$5K Buy
+105
New +$5.53K ﹤0.01% 540

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of CNA Financial (CNA) in Q4 2018, closing a stake of 105 shares.

Kiley Juergens Wealth Management first reported a position in CNA in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 191 funds tracked by Wall St. Rank hold CNA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining CNA Financial position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 105 CNA Financial shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in CNA Financial in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's CNA Financial position peaked at $5K in Q4 2017.
  • 191 funds tracked by Wall St. Rank held CNA Financial as of Q4 2018.

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