KJWM
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Kiley Juergens Wealth Management’s Royal Caribbean RCL Stock Holding History

Kiley Juergens Wealth Management’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-140
Closed -$18K – 495
2018
Q3 		$18K Hold
140
– – 0.01% 382
2018
Q2 		$14K Buy
+140
New +$15.4K 0.01% 397
2018
Q1 		– Sell
-140
Closed -$16K – 477
2017
Q4 		$16K Buy
+140
New +$17.3K 0.01% 385

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Royal Caribbean (RCL) in Q4 2018, closing a stake of 140 shares — an estimated $18K sold.

Kiley Juergens Wealth Management first reported a position in RCL in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 634 funds tracked by Wall St. Rank hold RCL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Royal Caribbean position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 140 Royal Caribbean shares in Q4 2018, an estimated $18K.
  • Kiley Juergens Wealth Management first reported a position in Royal Caribbean in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Royal Caribbean position peaked at $18K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2018.

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