KJWM
CVA

Kiley Juergens Wealth Management’s Covanta Holding Corporation CVA Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CVA Stock Details CVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-241
Closed -$3K – 727
2018
Q3 		$3K Hold
241
– – ﹤0.01% 568
2018
Q2 		$3K Buy
+241
New +$3.8K ﹤0.01% 520
2018
Q1 		– Sell
-241
Closed -$4K – 661
2017
Q4 		$4K Buy
+241
New +$3.72K ﹤0.01% 601

Other funds holding CVA

CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Covanta Holding Corporation (CVA) in Q4 2018, closing a stake of 241 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in CVA in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 269 funds tracked by Wall St. Rank hold CVA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Covanta Holding Corporation position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 241 Covanta Holding Corporation shares in Q4 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in Covanta Holding Corporation in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Covanta Holding Corporation position peaked at $4K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Covanta Holding Corporation as of Q4 2018.

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