AIM
PRFT

Assured Investment Management’s Perficient Inc PRFT Stock Holding History

Assured Investment Management’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16,252
Closed -$362K – 1384
2018
Q4 		$362K Buy
16,252
+301
+2% +$7.39K 0.01% 755
2018
Q3 		$425K Buy
15,951
+9,161
+135% +$253K 0.01% 815
2018
Q2 		$179K Buy
+6,790
New +$170K ﹤0.01% 1012

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Assured Investment Management's PRFT Position: Q1 2019 in Review

Assured Investment Management sold out of Perficient Inc (PRFT) in Q1 2019, closing a stake of 16,252 shares — an estimated $362K sold.

Assured Investment Management first reported a position in PRFT in Q2 2018 and held it in 3 quarters. The position peaked at $425K in Q3 2018. 197 funds tracked by Wall St. Rank hold PRFT as of Q1 2019.

  • Assured Investment Management reported no remaining Perficient Inc position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 16,252 Perficient Inc shares in Q1 2019, an estimated $362K.
  • Assured Investment Management first reported a position in Perficient Inc in Q2 2018 and held it in 3 quarters.
  • Assured Investment Management's Perficient Inc position peaked at $425K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.