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Kiley Juergens Wealth Management’s Lamb Weston LW Stock Holding History

Kiley Juergens Wealth Management’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-283
Closed -$18K – 393
2018
Q3 		$18K Hold
283
– – 0.01% 380
2018
Q2 		$19K Buy
+283
New +$18.5K 0.02% 333
2018
Q1 		– Sell
-283
Closed -$15K – 389
2017
Q4 		$15K Buy
+283
New +$14.9K 0.01% 400

Other funds holding LW

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Lamb Weston (LW) in Q4 2018, closing a stake of 283 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in LW in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 614 funds tracked by Wall St. Rank hold LW as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Lamb Weston position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 283 Lamb Weston shares in Q4 2018, an estimated $18K.
  • Kiley Juergens Wealth Management first reported a position in Lamb Weston in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Lamb Weston position peaked at $19K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

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