KJWM
EOD

Kiley Juergens Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Kiley Juergens Wealth Management’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,900
Closed -$52K – 237
2017
Q4 		$52K Buy
+8,900
New +$55K 0.05% 198

Other funds holding EOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Kiley Juergens Wealth Management's EOD Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q1 2018, closing a stake of 8,900 shares — an estimated $52K sold.

Kiley Juergens Wealth Management first reported a position in EOD in Q4 2017 and held it in 1 quarter. The position peaked at $52K in Q4 2017. 45 funds tracked by Wall St. Rank hold EOD as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Allspring Global Dividend Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 8,900 Allspring Global Dividend Opportunity Fund shares in Q1 2018, an estimated $52K.
  • Kiley Juergens Wealth Management first reported a position in Allspring Global Dividend Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Allspring Global Dividend Opportunity Fund position peaked at $52K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.