COPM
PRFT

Charter Oak Partners Management’s Perficient Inc PRFT Stock Holding History

Charter Oak Partners 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
2013
Q3 		– Sell
-16,558
Closed -$221K – 40
2013
Q2 		$221K Buy
+16,558
New +$197K 0.18% 32

Other funds holding PRFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Charter Oak Partners Management's PRFT Position: Q3 2013 in Review

Charter Oak Partners Management sold out of Perficient Inc (PRFT) in Q3 2013, closing a stake of 16,558 shares — an estimated $221K sold.

Charter Oak Partners Management first reported a position in PRFT in Q2 2013 and held it in 1 quarter. The position peaked at $221K in Q2 2013. 139 funds tracked by Wall St. Rank hold PRFT as of Q3 2013.

  • Charter Oak Partners Management reported no remaining Perficient Inc position as of Q3 2013 after selling out during the quarter.
  • Charter Oak Partners Management sold 16,558 Perficient Inc shares in Q3 2013, an estimated $221K.
  • Charter Oak Partners Management first reported a position in Perficient Inc in Q2 2013 and held it in 1 quarter.
  • Charter Oak Partners Management's Perficient Inc position peaked at $221K in Q2 2013.
  • 139 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2013.

Based on Charter Oak Partners Management's 13F filing for Q3 2013, filed 13 Nov 2013.