KJWM
X

Kiley Juergens Wealth Management’s US Steel X Stock Holding History

Kiley Juergens Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$30K – 667
2018
Q3 		$30K Sell
1,000
-200
-17% -$6.45K 0.02% 307
2018
Q2 		$41K Buy
+1,200
New +$42.9K 0.04% 227
2018
Q1 		– Sell
-1,200
Closed -$42K – 617
2017
Q4 		$42K Buy
+1,200
New +$34.9K 0.04% 220

Other funds holding X

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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
TAA
Turiya Advisors Asia Hong Kong $496M AUM 75.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of US Steel (X) in Q4 2018, closing a stake of 1,000 shares — an estimated $30K sold.

Kiley Juergens Wealth Management first reported a position in X in Q4 2017 and held it in 3 quarters. The position peaked at $42K in Q4 2017. 357 funds tracked by Wall St. Rank hold X as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining US Steel position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,000 US Steel shares in Q4 2018, an estimated $30K.
  • Kiley Juergens Wealth Management first reported a position in US Steel in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's US Steel position peaked at $42K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held US Steel as of Q4 2018.

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