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Kiley Juergens Wealth Management’s State Street STT Stock Holding History

Kiley Juergens Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-136
Closed -$11K – 559
2018
Q3 		$11K Buy
136
+41
+43% +$3.6K 0.01% 460
2018
Q2 		$0 Buy
+95
New +$9.42K ﹤0.01% 683
2018
Q1 		– Sell
-95
Closed -$9K – 524
2017
Q4 		$9K Buy
+95
New +$9.08K 0.01% 480

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of State Street (STT) in Q4 2018, closing a stake of 136 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in STT in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 136 State Street shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in State Street in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's State Street position peaked at $11K in Q3 2018.
  • 819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

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