KJWM
PII icon

Kiley Juergens Wealth Management’s Polaris PII Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-162
Closed -$16K – 477
2018
Q3 		$16K Hold
162
– – 0.01% 401
2018
Q2 		$19K Buy
+162
New +$19K 0.02% 334
2018
Q1 		– Sell
-162
Closed -$20K – 458
2017
Q4 		$20K Buy
+162
New +$19.2K 0.02% 349

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Polaris (PII) in Q4 2018, closing a stake of 162 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in PII in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 429 funds tracked by Wall St. Rank hold PII as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Polaris position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 162 Polaris shares in Q4 2018, an estimated $16K.
  • Kiley Juergens Wealth Management first reported a position in Polaris in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Polaris position peaked at $20K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Polaris as of Q4 2018.

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