KJWM
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Kiley Juergens Wealth Management’s Owens Corning OC Stock Holding History

Kiley Juergens Wealth Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-359
Closed -$19K – 448
2018
Q3 		$19K Hold
359
– – 0.01% 369
2018
Q2 		$22K Buy
+359
New +$24.8K 0.02% 313
2018
Q1 		– Sell
-372
Closed -$34K – 433
2017
Q4 		$34K Buy
+372
New +$31.3K 0.03% 255

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Owens Corning (OC) in Q4 2018, closing a stake of 359 shares — an estimated $19K sold.

Kiley Juergens Wealth Management first reported a position in OC in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 352 funds tracked by Wall St. Rank hold OC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Owens Corning position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 359 Owens Corning shares in Q4 2018, an estimated $19K.
  • Kiley Juergens Wealth Management first reported a position in Owens Corning in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Owens Corning position peaked at $34K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Owens Corning as of Q4 2018.

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