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Focused Wealth Management’s Perion Network PERI Stock Holding History

Focused Wealth Management’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-44
Closed – – 730
2017
Q3 		$0 Hold
44
– – ﹤0.01% 713
2017
Q2 		$0 Hold
44
– – ﹤0.01% 735
2017
Q1 		$0 Hold
44
– – ﹤0.01% 723
2016
Q4 		$0 Hold
44
– – ﹤0.01% 725
2016
Q3 		$0 Hold
44
– – ﹤0.01% 695
2016
Q2 		$0 Hold
44
– – ﹤0.01% 711
2016
Q1 		$0 Hold
44
– – ﹤0.01% 706
2015
Q4 		$0 Buy
+44
New +$345 ﹤0.01% 712

Other funds holding PERI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Focused Wealth Management's PERI Position: Q4 2017 in Review

Focused Wealth Management sold out of Perion Network (PERI) in Q4 2017, closing a stake of 44 shares.

Focused Wealth Management first reported a position in PERI in Q4 2015 and held it in 8 quarters. The position peaked at $0 in Q3 2017. 24 funds tracked by Wall St. Rank hold PERI as of Q4 2017.

  • Focused Wealth Management reported no remaining Perion Network position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 44 Perion Network shares in Q4 2017.
  • Focused Wealth Management first reported a position in Perion Network in Q4 2015 and held it in 8 quarters.
  • Focused Wealth Management's Perion Network position peaked at $0 in Q3 2017.
  • 24 funds tracked by Wall St. Rank held Perion Network as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.