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Kiley Juergens Wealth Management’s PJT Partners PJT Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-130
Closed -$6K – 479
2018
Q3 		$6K Hold
130
– – ﹤0.01% 515
2018
Q2 		$6K Buy
+130
New +$7.11K 0.01% 475
2018
Q1 		– Sell
-130
Closed -$5K – 460
2017
Q4 		$5K Buy
+130
New +$5.28K ﹤0.01% 558

Other funds holding PJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of PJT Partners (PJT) in Q4 2018, closing a stake of 130 shares — an estimated $6K sold.

Kiley Juergens Wealth Management first reported a position in PJT in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 213 funds tracked by Wall St. Rank hold PJT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining PJT Partners position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 130 PJT Partners shares in Q4 2018, an estimated $6K.
  • Kiley Juergens Wealth Management first reported a position in PJT Partners in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's PJT Partners position peaked at $6K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held PJT Partners as of Q4 2018.

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