KJWM
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Kiley Juergens Wealth Management’s Trinity Industries TRN Stock Holding History

Kiley Juergens Wealth Management’s Portfolio TRN Stock Details TRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,111
Closed -$29K – 587
2018
Q3 		$29K Hold
1,111
– – 0.02% 309
2018
Q2 		$27K Buy
+1,111
New +$26.7K 0.02% 279
2018
Q1 		– Sell
-417
Closed -$11K – 551
2017
Q4 		$11K Buy
+417
New +$10.4K 0.01% 448

Other funds holding TRN

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Trinity Industries (TRN) in Q4 2018, closing a stake of 1,111 shares — an estimated $29K sold.

Kiley Juergens Wealth Management first reported a position in TRN in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 336 funds tracked by Wall St. Rank hold TRN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Trinity Industries position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,111 Trinity Industries shares in Q4 2018, an estimated $29K.
  • Kiley Juergens Wealth Management first reported a position in Trinity Industries in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Trinity Industries position peaked at $29K in Q3 2018.
  • 336 funds tracked by Wall St. Rank held Trinity Industries as of Q4 2018.

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