PWM
BOBE

Perigon Wealth Management’s Bob Evans Farms, Inc. BOBE Stock Holding History

Perigon Wealth Management’s Portfolio BOBE Stock Details BOBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,147
Closed -$89K – 706
2017
Q3 		$89K Sell
1,147
-27
-2% -$1.86K 0.03% 270
2017
Q2 		$84K Buy
1,174
+481
+69% +$33K 0.02% 320
2017
Q1 		$45K Sell
693
-43
-6% -$2.43K 0.01% 402
2016
Q4 		$42K Buy
+736
New +$33.1K 0.01% 380

Other funds holding BOBE

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
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perigon Wealth Management's BOBE Position: Q4 2017 in Review

Perigon Wealth Management sold out of Bob Evans Farms, Inc. (BOBE) in Q4 2017, closing a stake of 1,147 shares — an estimated $89K sold.

Perigon Wealth Management first reported a position in BOBE in Q4 2016 and held it in 4 quarters. The position peaked at $89K in Q3 2017. 164 funds tracked by Wall St. Rank hold BOBE as of Q4 2017.

  • Perigon Wealth Management reported no remaining Bob Evans Farms, Inc. position as of Q4 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,147 Bob Evans Farms, Inc. shares in Q4 2017, an estimated $89K.
  • Perigon Wealth Management first reported a position in Bob Evans Farms, Inc. in Q4 2016 and held it in 4 quarters.
  • Perigon Wealth Management's Bob Evans Farms, Inc. position peaked at $89K in Q3 2017.
  • 164 funds tracked by Wall St. Rank held Bob Evans Farms, Inc. as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.