M Holdings Securities’s Perficient Inc PRFT Stock Holding History

M Holdings Securities’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
2017 Q4	–	Sell	-10,000	Closed	-$197K	–	333
2017 Q3	$197K	Hold	10,000	–	–	0.06%	299
2017 Q2	$186K	Hold	10,000	–	–	0.06%	285
2017 Q1	$174K	Hold	10,000	–	–	0.07%	261
2016 Q4	$175K	Hold	10,000	–	–	0.06%	245
2016 Q3	$202K	Hold	10,000	–	–	0.09%	243
2016 Q2	$203K	Hold	10,000	–	–	0.1%	227
2016 Q1	$217K	Hold	10,000	–	–	0.13%	187
2015 Q4	$171K	Hold	10,000	–	–	0.11%	182
2015 Q3	$154K	Hold	10,000	–	–	0.11%	177
2015 Q2	$192K	Hold	10,000	–	–	0.13%	179
2015 Q1	$207K	Hold	10,000	–	–	0.14%	170
2014 Q4	$186K	Buy	10,000 +700	+8%	+$11.6K	0.12%	174
2014 Q3	$139K	Buy	+9,300	New	+$162K	0.08%	223

Other funds holding PRFT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M Holdings Securities's PRFT Position: Q4 2017 in Review

M Holdings Securities sold out of Perficient Inc (PRFT) in Q4 2017, closing a stake of 10,000 shares — an estimated $197K sold.

M Holdings Securities first reported a position in PRFT in Q3 2014 and held it in 13 quarters. The position peaked at $217K in Q1 2016. 151 funds tracked by Wall St. Rank hold PRFT as of Q4 2017.

M Holdings Securities reported no remaining Perficient Inc position as of Q4 2017 after selling out during the quarter.
M Holdings Securities sold 10,000 Perficient Inc shares in Q4 2017, an estimated $197K.
M Holdings Securities first reported a position in Perficient Inc in Q3 2014 and held it in 13 quarters.
M Holdings Securities's Perficient Inc position peaked at $217K in Q1 2016.
151 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2017.

Based on M Holdings Securities's 13F filing for Q4 2017, filed 15 Feb 2018.