KJWM
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Kiley Juergens Wealth Management’s Editas Medicine EDIT Stock Holding History

Kiley Juergens Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$15K – 206
2018
Q3 		$15K Hold
500
– – 0.01% 411
2018
Q2 		$17K Buy
+500
New +$17.7K 0.02% 352
2018
Q1 		– Sell
-500
Closed -$15K – 226
2017
Q4 		$15K Buy
+500
New +$12.6K 0.01% 396

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Editas Medicine (EDIT) in Q4 2018, closing a stake of 500 shares — an estimated $15K sold.

Kiley Juergens Wealth Management first reported a position in EDIT in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 194 funds tracked by Wall St. Rank hold EDIT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Editas Medicine position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 500 Editas Medicine shares in Q4 2018, an estimated $15K.
  • Kiley Juergens Wealth Management first reported a position in Editas Medicine in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Editas Medicine position peaked at $17K in Q2 2018.
  • 194 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2018.

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