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Perigon Wealth Management’s Ares Management ARES Stock Holding History

Perigon Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-308
Closed -$6K – 644
2017
Q2 		$6K Buy
308
+2
+0.7% +$37 ﹤0.01% 518
2017
Q1 		$6K Buy
306
+4
+1% +$78 ﹤0.01% 561
2016
Q4 		$6K Sell
302
-222
-42% -$3.81K ﹤0.01% 619
2016
Q3 		$9K Sell
524
-241
-32% -$4.14K ﹤0.01% 487
2016
Q2 		$11K Buy
+765
New +$10.9K ﹤0.01% 365

Other funds holding ARES

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
PC
PM Capital Sydney, Australia $426M AUM 46.03% 1-Year Est. Return