Kiley Juergens Wealth Management’s Unilever NV New York Registry Shares UN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-714	Closed	-$39K	–	778
2018 Q3	$39K	Buy	714 +22	+3%	+$1.25K	0.03%	272
2018 Q2	$0	Buy	+692	New	+$38.7K	﹤0.01%	733
2018 Q1	–	Sell	-692	Closed	-$38K	–	713
2017 Q4	$38K	Buy	+692	New	+$39.9K	0.03%	238

Other funds holding UN

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Unilever NV New York Registry Shares (UN) in Q4 2018, closing a stake of 714 shares — an estimated $39K sold.

Kiley Juergens Wealth Management first reported a position in UN in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 585 funds tracked by Wall St. Rank hold UN as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Unilever NV New York Registry Shares position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 714 Unilever NV New York Registry Shares shares in Q4 2018, an estimated $39K.
Kiley Juergens Wealth Management first reported a position in Unilever NV New York Registry Shares in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Unilever NV New York Registry Shares position peaked at $39K in Q3 2018.
585 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2018.

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