KJWM
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Kiley Juergens Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed -$2K – 449
2018
Q3 		$2K Buy
+20
New +$2.53K ﹤0.01% 584

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q4 2018, closing a stake of 20 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in OEF in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 319 funds tracked by Wall St. Rank hold OEF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares S&P 100 ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 20 iShares S&P 100 ETF shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's iShares S&P 100 ETF position peaked at $2K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2018.

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