KJWM
IPXL

Kiley Juergens Wealth Management’s Impax Laboratories, Inc. IPXL Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IPXL Stock Details IPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-168
Closed -$2K – 706
2017
Q4 		$2K Buy
+168
New +$3.08K ﹤0.01% 643

Other funds holding IPXL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Impax Laboratories, Inc. (IPXL) in Q1 2018, closing a stake of 168 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in IPXL in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 188 funds tracked by Wall St. Rank hold IPXL as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Impax Laboratories, Inc. position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 168 Impax Laboratories, Inc. shares in Q1 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in Impax Laboratories, Inc. in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Impax Laboratories, Inc. position peaked at $2K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held Impax Laboratories, Inc. as of Q1 2018.

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