PWM
AUO

Perigon Wealth Management’s AU Optronics Corp AUO Stock Holding History

Perigon Wealth Management’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,016
Closed -$15K – 749
2016
Q4 		$15K Buy
4,016
+2,008
+100% +$7.42K ﹤0.01% 513
2016
Q3 		$7K Buy
+2,008
New +$7.69K ﹤0.01% 527

Other funds holding AUO

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Perigon Wealth Management's AUO Position: Q1 2017 in Review

Perigon Wealth Management sold out of AU Optronics Corp (AUO) in Q1 2017, closing a stake of 4,016 shares — an estimated $15K sold.

Perigon Wealth Management first reported a position in AUO in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 113 funds tracked by Wall St. Rank hold AUO as of Q1 2017.

  • Perigon Wealth Management reported no remaining AU Optronics Corp position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 4,016 AU Optronics Corp shares in Q1 2017, an estimated $15K.
  • Perigon Wealth Management first reported a position in AU Optronics Corp in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's AU Optronics Corp position peaked at $15K in Q4 2016.
  • 113 funds tracked by Wall St. Rank held AU Optronics Corp as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.