KJWM
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Kiley Juergens Wealth Management’s WaFd WAFD Stock Holding History

Kiley Juergens Wealth Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,367
Closed -$171K – 654
2018
Q3 		$171K Hold
5,367
– – 0.13% 110
2018
Q2 		$175K Buy
+5,367
New +$176K 0.16% 92
2018
Q1 		– Sell
-5,036
Closed -$172K – 605
2017
Q4 		$172K Buy
+5,036
New +$173K 0.15% 86

Other funds holding WAFD

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of WaFd (WAFD) in Q4 2018, closing a stake of 5,367 shares — an estimated $171K sold.

Kiley Juergens Wealth Management first reported a position in WAFD in Q4 2017 and held it in 3 quarters. The position peaked at $175K in Q2 2018. 223 funds tracked by Wall St. Rank hold WAFD as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining WaFd position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 5,367 WaFd shares in Q4 2018, an estimated $171K.
  • Kiley Juergens Wealth Management first reported a position in WaFd in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's WaFd position peaked at $175K in Q2 2018.
  • 223 funds tracked by Wall St. Rank held WaFd as of Q4 2018.

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