KJWM
MXIM

Kiley Juergens Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$112K – 732
2018
Q3 		$112K Hold
2,000
– – 0.08% 142
2018
Q2 		$117K Buy
+2,000
New +$116K 0.1% 120
2018
Q1 		– Sell
-2,000
Closed -$104K – 665
2017
Q4 		$104K Buy
+2,000
New +$104K 0.09% 127

Other funds holding MXIM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Maxim Integrated Products (MXIM) in Q4 2018, closing a stake of 2,000 shares — an estimated $112K sold.

Kiley Juergens Wealth Management first reported a position in MXIM in Q4 2017 and held it in 3 quarters. The position peaked at $117K in Q2 2018. 519 funds tracked by Wall St. Rank hold MXIM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Maxim Integrated Products position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2,000 Maxim Integrated Products shares in Q4 2018, an estimated $112K.
  • Kiley Juergens Wealth Management first reported a position in Maxim Integrated Products in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Maxim Integrated Products position peaked at $117K in Q2 2018.
  • 519 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2018.

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