KJWM
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Kiley Juergens Wealth Management’s Carpenter Technology CRS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$5K – 191
2017
Q4 		$5K Buy
+100
New +$4.96K ﹤0.01% 542

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kiley Juergens Wealth Management's CRS Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Carpenter Technology (CRS) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in CRS in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 241 funds tracked by Wall St. Rank hold CRS as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Carpenter Technology position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Carpenter Technology shares in Q1 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Carpenter Technology in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Carpenter Technology position peaked at $5K in Q4 2017.
  • 241 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.