Walter & Keenan Wealth Management’s Deere & Co DE Stock Holding History

Walter & Keenan Wealth Management’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,000	Closed	-$320K	–	151
2019 Q1	$320K	Sell	2,000 -222	-10%	-$35.5K	0.14%	116
2018 Q4	$331K	Sell	2,222 -99	-4%	-$14.5K	0.15%	107
2018 Q3	$349	Buy	2,321 +1	+0%	+$144	0.1%	115
2018 Q2	$324K	Buy	+2,320	New	+$342K	0.14%	123
2014 Q3	–	Sell	-30,450	Closed	-$2.76M	–	148
2014 Q2	$2.76M	Sell	30,450 -400	-1%	-$36.8K	1.44%	17
2014 Q1	$2.8M	Buy	+30,850	New	+$2.7M	1.54%	16

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walter & Keenan Wealth Management's DE Position: Q2 2019 in Review

Walter & Keenan Wealth Management sold out of Deere & Co (DE) in Q2 2019, closing a stake of 2,000 shares — an estimated $320K sold.

Walter & Keenan Wealth Management first reported a position in DE in Q1 2014 and held it in 6 quarters. The position peaked at $2.8M in Q1 2014. 1,195 funds tracked by Wall St. Rank hold DE as of Q2 2019.

Walter & Keenan Wealth Management reported no remaining Deere & Co position as of Q2 2019 after selling out during the quarter.
Walter & Keenan Wealth Management sold 2,000 Deere & Co shares in Q2 2019, an estimated $320K.
Walter & Keenan Wealth Management first reported a position in Deere & Co in Q1 2014 and held it in 6 quarters.
Walter & Keenan Wealth Management's Deere & Co position peaked at $2.8M in Q1 2014.
1,195 funds tracked by Wall St. Rank held Deere & Co as of Q2 2019.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.