Kiley Juergens Wealth Management’s Under Armour Class C UA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,600	Closed	-$147K	–	600
2018 Q3	$147K	Hold	7,600	–	–	0.11%	122
2018 Q2	$160K	Buy	+7,600	New	+$135K	0.14%	98
2018 Q1	–	Sell	-9,000	Closed	-$119K	–	565
2017 Q4	$119K	Buy	+9,000	New	+$118K	0.11%	113

Other funds holding UA

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Under Armour Class C (UA) in Q4 2018, closing a stake of 7,600 shares — an estimated $147K sold.

Kiley Juergens Wealth Management first reported a position in UA in Q4 2017 and held it in 3 quarters. The position peaked at $160K in Q2 2018. 444 funds tracked by Wall St. Rank hold UA as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Under Armour Class C position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 7,600 Under Armour Class C shares in Q4 2018, an estimated $147K.
Kiley Juergens Wealth Management first reported a position in Under Armour Class C in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Under Armour Class C position peaked at $160K in Q2 2018.
444 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2018.

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