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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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.