KJWM
PDLI

Kiley Juergens Wealth Management’s PDL BioPharma, Inc. PDLI Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PDLI Stock Details PDLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,250
Closed -$3K – 777
2018
Q3 		$3K Hold
1,250
– – ﹤0.01% 571
2018
Q2 		$2K Buy
+1,250
New +$3.49K ﹤0.01% 540
2018
Q1 		– Sell
-1,250
Closed -$3K – 712
2017
Q4 		$3K Buy
+1,250
New +$3.84K ﹤0.01% 624

Other funds holding PDLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of PDL BioPharma, Inc. (PDLI) in Q4 2018, closing a stake of 1,250 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in PDLI in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 154 funds tracked by Wall St. Rank hold PDLI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining PDL BioPharma, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,250 PDL BioPharma, Inc. shares in Q4 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in PDL BioPharma, Inc. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's PDL BioPharma, Inc. position peaked at $3K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q4 2018.

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