KJWM
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Kiley Juergens Wealth Management’s NetApp NTAP Stock Holding History

Kiley Juergens Wealth Management’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15
Closed -$1K – 435
2018
Q3 		$1K Hold
15
– – ﹤0.01% 610
2018
Q2 		$1K Buy
+15
New +$1.05K ﹤0.01% 550

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of NetApp (NTAP) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in NTAP in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 593 funds tracked by Wall St. Rank hold NTAP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining NetApp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 15 NetApp shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in NetApp in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's NetApp position peaked at $1K in Q3 2018.
  • 593 funds tracked by Wall St. Rank held NetApp as of Q4 2018.

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