Kiley Juergens Wealth Management’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-293	Closed	-$16K	–	172
2018 Q3	$16K	Sell	293 -932	-76%	-$51.3K	0.01%	397
2018 Q2	$60K	Buy	+1,225	New	+$65.3K	0.05%	184
2018 Q1	–	Sell	-1,477	Closed	-$82K	–	199
2017 Q4	$82K	Buy	+1,477	New	+$77.2K	0.07%	147

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Delta Air Lines (DAL) in Q4 2018, closing a stake of 293 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in DAL in Q4 2017 and held it in 3 quarters. The position peaked at $82K in Q4 2017. 1,018 funds tracked by Wall St. Rank hold DAL as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Delta Air Lines position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 293 Delta Air Lines shares in Q4 2018, an estimated $16K.
Kiley Juergens Wealth Management first reported a position in Delta Air Lines in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Delta Air Lines position peaked at $82K in Q4 2017.
1,018 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2018.

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