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Kiley Juergens Wealth Management’s West Pharmaceutical WST Stock Holding History

Kiley Juergens Wealth Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-162
Closed -$20K – 663
2018
Q3 		$20K Hold
162
– – 0.01% 362
2018
Q2 		$16K Buy
+162
New +$14.9K 0.01% 366
2018
Q1 		– Sell
-162
Closed -$15K – 614
2017
Q4 		$15K Buy
+162
New +$15.9K 0.01% 405

Other funds holding WST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of West Pharmaceutical (WST) in Q4 2018, closing a stake of 162 shares — an estimated $20K sold.

Kiley Juergens Wealth Management first reported a position in WST in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 355 funds tracked by Wall St. Rank hold WST as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining West Pharmaceutical position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 162 West Pharmaceutical shares in Q4 2018, an estimated $20K.
  • Kiley Juergens Wealth Management first reported a position in West Pharmaceutical in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's West Pharmaceutical position peaked at $20K in Q3 2018.
  • 355 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2018.

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