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Perigon Wealth Management’s Credicorp BAP Stock Holding History

Perigon Wealth Management’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36
Closed -$5K – 702
2016
Q3 		$5K Buy
+36
New +$5.67K ﹤0.01% 554

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GAM
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Vanguard Group
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State Street
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BFA
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MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Perigon Wealth Management's BAP Position: Q4 2016 in Review

Perigon Wealth Management sold out of Credicorp (BAP) in Q4 2016, closing a stake of 36 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in BAP in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 278 funds tracked by Wall St. Rank hold BAP as of Q4 2016.

  • Perigon Wealth Management reported no remaining Credicorp position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 36 Credicorp shares in Q4 2016, an estimated $5K.
  • Perigon Wealth Management first reported a position in Credicorp in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Credicorp position peaked at $5K in Q3 2016.
  • 278 funds tracked by Wall St. Rank held Credicorp as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.