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Kiley Juergens Wealth Management’s Northern Trust NTRS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-382
Closed -$39K – 436
2018
Q3 		$39K Hold
382
– – 0.03% 270
2018
Q2 		$39K Buy
+382
New +$40.5K 0.03% 233
2018
Q1 		– Sell
-382
Closed -$38K – 423
2017
Q4 		$38K Buy
+382
New +$36.4K 0.03% 237

Other funds holding NTRS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Northern Trust (NTRS) in Q4 2018, closing a stake of 382 shares — an estimated $39K sold.

Kiley Juergens Wealth Management first reported a position in NTRS in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 655 funds tracked by Wall St. Rank hold NTRS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Northern Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 382 Northern Trust shares in Q4 2018, an estimated $39K.
  • Kiley Juergens Wealth Management first reported a position in Northern Trust in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Northern Trust position peaked at $39K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held Northern Trust as of Q4 2018.

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