Kiley Juergens Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Kiley Juergens Wealth Management’s Portfolio NWN Stock Details NWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,516	Closed	-$101K	–	445
2018 Q3	$101K	Hold	1,516	–	–	0.08%	151
2018 Q2	$96K	Buy	+1,516	New	+$91.1K	0.09%	138
2018 Q1	–	Sell	-1,591	Closed	-$94K	–	430
2017 Q4	$94K	Buy	+1,591	New	+$104K	0.08%	136

Other funds holding NWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Northwest Natural Holdings (NWN) in Q4 2018, closing a stake of 1,516 shares — an estimated $101K sold.

Kiley Juergens Wealth Management first reported a position in NWN in Q4 2017 and held it in 3 quarters. The position peaked at $101K in Q3 2018. 219 funds tracked by Wall St. Rank hold NWN as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Northwest Natural Holdings position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,516 Northwest Natural Holdings shares in Q4 2018, an estimated $101K.
Kiley Juergens Wealth Management first reported a position in Northwest Natural Holdings in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Northwest Natural Holdings position peaked at $101K in Q3 2018.
219 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2018.

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