KJWM
IEP icon

Kiley Juergens Wealth Management’s Icahn Enterprises IEP Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-256
Closed -$18K – 315
2018
Q3 		$18K Hold
256
– – 0.01% 377
2018
Q2 		$18K Buy
+256
New +$17.2K 0.02% 342
2018
Q1 		– Sell
-256
Closed -$13K – 318
2017
Q4 		$13K Buy
+256
New +$13.9K 0.01% 427

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2018, closing a stake of 256 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in IEP in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 103 funds tracked by Wall St. Rank hold IEP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Icahn Enterprises position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 256 Icahn Enterprises shares in Q4 2018, an estimated $18K.
  • Kiley Juergens Wealth Management first reported a position in Icahn Enterprises in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Icahn Enterprises position peaked at $18K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2018.

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