KJWM
PINC

Kiley Juergens Wealth Management’s Premier PINC Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-519
Closed – – 478
2018
Q3 		$0 Hold
519
– – ﹤0.01% 731
2018
Q2 		$0 Buy
+519
New +$17.2K ﹤0.01% 668
2018
Q1 		– Sell
-430
Closed -$12K – 459
2017
Q4 		$12K Buy
+430
New +$13.3K 0.01% 438

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Premier (PINC) in Q4 2018, closing a stake of 519 shares.

Kiley Juergens Wealth Management first reported a position in PINC in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 246 funds tracked by Wall St. Rank hold PINC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Premier position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 519 Premier shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Premier in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Premier position peaked at $12K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Premier as of Q4 2018.

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