KJWM
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Kiley Juergens Wealth Management’s Zoetis ZTS Stock Holding History

Kiley Juergens Wealth Management’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-532
Closed -$48K – 683
2018
Q3 		$48K Sell
532
-50
-9% -$4.44K 0.04% 239
2018
Q2 		$49K Buy
+582
New +$49.1K 0.04% 206
2018
Q1 		– Sell
-582
Closed -$41K – 626
2017
Q4 		$41K Buy
+582
New +$40K 0.04% 223

Other funds holding ZTS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Zoetis (ZTS) in Q4 2018, closing a stake of 532 shares — an estimated $48K sold.

Kiley Juergens Wealth Management first reported a position in ZTS in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 1,028 funds tracked by Wall St. Rank hold ZTS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Zoetis position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 532 Zoetis shares in Q4 2018, an estimated $48K.
  • Kiley Juergens Wealth Management first reported a position in Zoetis in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Zoetis position peaked at $49K in Q2 2018.
  • 1,028 funds tracked by Wall St. Rank held Zoetis as of Q4 2018.

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