KJWM
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Kiley Juergens Wealth Management’s MSCI MSCI Stock Holding History

Kiley Juergens Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$17K – 423
2018
Q3 		$17K Hold
100
– – 0.01% 390
2018
Q2 		$16K Buy
+100
New +$15.8K 0.01% 363
2018
Q1 		– Sell
-100
Closed -$12K – 411
2017
Q4 		$12K Buy
+100
New +$12.5K 0.01% 437

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of MSCI (MSCI) in Q4 2018, closing a stake of 100 shares — an estimated $17K sold.

Kiley Juergens Wealth Management first reported a position in MSCI in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 493 funds tracked by Wall St. Rank hold MSCI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining MSCI position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 MSCI shares in Q4 2018, an estimated $17K.
  • Kiley Juergens Wealth Management first reported a position in MSCI in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's MSCI position peaked at $17K in Q3 2018.
  • 493 funds tracked by Wall St. Rank held MSCI as of Q4 2018.

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