PWM
AT

Perigon Wealth Management’s Atlantic Power Corporation AT Stock Holding History

Perigon Wealth Management’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,439
Closed -$3K – 656
2018
Q1 		$3K Hold
1,439
– – ﹤0.01% 591
2017
Q4 		$3K Hold
1,439
– – ﹤0.01% 568
2017
Q3 		$4K Buy
+1,439
New +$3.46K ﹤0.01% 579

Other funds holding AT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Perigon Wealth Management's AT Position: Q2 2018 in Review

Perigon Wealth Management sold out of Atlantic Power Corporation (AT) in Q2 2018, closing a stake of 1,439 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in AT in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2017. 119 funds tracked by Wall St. Rank hold AT as of Q2 2018.

  • Perigon Wealth Management reported no remaining Atlantic Power Corporation position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 1,439 Atlantic Power Corporation shares in Q2 2018, an estimated $3K.
  • Perigon Wealth Management first reported a position in Atlantic Power Corporation in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Atlantic Power Corporation position peaked at $4K in Q3 2017.
  • 119 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.