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Kiley Juergens Wealth Management’s Dell DELL Stock Holding History

Kiley Juergens Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,090
Closed -$29K – 179
2018
Q3 		$29K Hold
1,090
– – 0.02% 308
2018
Q2 		$25K Buy
+1,090
New +$24.1K 0.02% 289
2018
Q1 		– Sell
-1,286
Closed -$29K – 203
2017
Q4 		$29K Buy
+1,286
New +$29.1K 0.03% 286

Other funds holding DELL

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Dell (DELL) in Q4 2018, closing a stake of 1,090 shares — an estimated $29K sold.

Kiley Juergens Wealth Management first reported a position in DELL in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 466 funds tracked by Wall St. Rank hold DELL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Dell position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,090 Dell shares in Q4 2018, an estimated $29K.
  • Kiley Juergens Wealth Management first reported a position in Dell in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Dell position peaked at $29K in Q3 2018.
  • 466 funds tracked by Wall St. Rank held Dell as of Q4 2018.

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