Kiley Juergens Wealth Management’s Philip Morris PM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,034	Closed	-$84K	–	483
2018 Q3	$84K	Buy	1,034 +3	+0.3%	+$246	0.06%	171
2018 Q2	$83K	Buy	+1,031	New	+$87.5K	0.07%	154
2018 Q1	–	Sell	-1,016	Closed	-$107K	–	464
2017 Q4	$107K	Buy	+1,016	New	+$108K	0.1%	121

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Philip Morris (PM) in Q4 2018, closing a stake of 1,034 shares — an estimated $84K sold.

Kiley Juergens Wealth Management first reported a position in PM in Q4 2017 and held it in 3 quarters. The position peaked at $107K in Q4 2017. 1,667 funds tracked by Wall St. Rank hold PM as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Philip Morris position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,034 Philip Morris shares in Q4 2018, an estimated $84K.
Kiley Juergens Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Philip Morris position peaked at $107K in Q4 2017.
1,667 funds tracked by Wall St. Rank held Philip Morris as of Q4 2018.

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