KJWM
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Kiley Juergens Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Kiley Juergens Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1
Closed – – 615
2018
Q3 		$0 Hold
1
– – ﹤0.01% 756
2018
Q2 		$0 Buy
+1
New +$124 ﹤0.01% 693
2018
Q1 		– Sell
-1
Closed – – 577
2017
Q4 		$0 Buy
+1
New +$132 ﹤0.01% 702

Other funds holding VAC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Marriott Vacations Worldwide (VAC) in Q4 2018, closing a stake of 1 share.

Kiley Juergens Wealth Management first reported a position in VAC in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 327 funds tracked by Wall St. Rank hold VAC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Marriott Vacations Worldwide position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1 Marriott Vacations Worldwide share in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Marriott Vacations Worldwide in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Marriott Vacations Worldwide position peaked at $0 in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2018.

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