KJWM
L icon

Kiley Juergens Wealth Management’s Loews L Stock Holding History

Kiley Juergens Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-70
Closed – – 373
2018
Q3 		$0 Hold
70
– – ﹤0.01% 708
2018
Q2 		$0 Buy
+70
New +$3.52K ﹤0.01% 644
2018
Q1 		– Sell
-70
Closed -$3K – 370
2017
Q4 		$3K Buy
+70
New +$3.46K ﹤0.01% 614

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Loews (L) in Q4 2018, closing a stake of 70 shares.

Kiley Juergens Wealth Management first reported a position in L in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 480 funds tracked by Wall St. Rank hold L as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Loews position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 70 Loews shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Loews in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Loews position peaked at $3K in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Loews as of Q4 2018.

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