PWM
BCH icon

Perigon Wealth Management’s Banco de Chile BCH Stock Holding History

Perigon Wealth Management’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-287
Closed -$7K – 619
2016
Q4 		$7K Hold
287
– – ﹤0.01% 598
2016
Q3 		$6K Buy
+287
New +$6.08K ﹤0.01% 530

Other funds holding BCH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Perigon Wealth Management sold out of Banco de Chile (BCH) in Q1 2017, closing a stake of 287 shares — an estimated $7K sold.

Perigon Wealth Management first reported a position in BCH in Q3 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 80 funds tracked by Wall St. Rank hold BCH as of Q1 2017.

  • Perigon Wealth Management reported no remaining Banco de Chile position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 287 Banco de Chile shares in Q1 2017, an estimated $7K.
  • Perigon Wealth Management first reported a position in Banco de Chile in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Banco de Chile position peaked at $7K in Q4 2016.
  • 80 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2017.

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