KJWM
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Kiley Juergens Wealth Management’s Tapestry TPR Stock Holding History

Kiley Juergens Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-439
Closed -$22K – 585
2018
Q3 		$22K Hold
439
– – 0.02% 346
2018
Q2 		$20K Buy
+439
New +$21.1K 0.02% 328
2018
Q1 		– Sell
-448
Closed -$19K – 548
2017
Q4 		$19K Buy
+448
New +$18.5K 0.02% 357

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Tapestry (TPR) in Q4 2018, closing a stake of 439 shares — an estimated $22K sold.

Kiley Juergens Wealth Management first reported a position in TPR in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 617 funds tracked by Wall St. Rank hold TPR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Tapestry position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 439 Tapestry shares in Q4 2018, an estimated $22K.
  • Kiley Juergens Wealth Management first reported a position in Tapestry in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Tapestry position peaked at $22K in Q3 2018.
  • 617 funds tracked by Wall St. Rank held Tapestry as of Q4 2018.

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