KJWM
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Kiley Juergens Wealth Management’s Entergy ETR Stock Holding History

Kiley Juergens Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-206
Closed – – 226
2018
Q3 		$0 Hold
206
– – ﹤0.01% 677
2018
Q2 		$0 Buy
+206
New +$8.15K ﹤0.01% 615
2018
Q1 		– Sell
-206
Closed -$8K – 245
2017
Q4 		$8K Buy
+206
New +$8.63K 0.01% 488

Other funds holding ETR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Entergy (ETR) in Q4 2018, closing a stake of 206 shares.

Kiley Juergens Wealth Management first reported a position in ETR in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 606 funds tracked by Wall St. Rank hold ETR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Entergy position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 206 Entergy shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Entergy in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Entergy position peaked at $8K in Q4 2017.
  • 606 funds tracked by Wall St. Rank held Entergy as of Q4 2018.

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