KJWM
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Kiley Juergens Wealth Management’s Dolby DLB Stock Holding History

Kiley Juergens Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-246
Closed – – 189
2018
Q3 		$0 Hold
246
– – ﹤0.01% 668
2018
Q2 		$0 Buy
+246
New +$15.6K ﹤0.01% 606
2018
Q1 		– Sell
-246
Closed -$15K – 213
2017
Q4 		$15K Buy
+246
New +$14.9K 0.01% 395

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Dolby (DLB) in Q4 2018, closing a stake of 246 shares.

Kiley Juergens Wealth Management first reported a position in DLB in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 311 funds tracked by Wall St. Rank hold DLB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Dolby position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 246 Dolby shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Dolby in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Dolby position peaked at $15K in Q4 2017.
  • 311 funds tracked by Wall St. Rank held Dolby as of Q4 2018.

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