Perigon Wealth Management’s Boston Properties BXP Stock Holding History

Perigon Wealth Management’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,005	Closed	-$743K	–	653
2017 Q2	$743K	Buy	6,005 +1,209	+25%	+$153K	0.16%	143
2017 Q1	$639K	Buy	4,796 +2,000	+72%	+$265K	0.14%	153
2016 Q4	$379K	Buy	+2,796	New	+$348K	0.08%	197

Other funds holding BXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's BXP Position: Q3 2017 in Review

Perigon Wealth Management sold out of Boston Properties (BXP) in Q3 2017, closing a stake of 6,005 shares — an estimated $743K sold.

Perigon Wealth Management first reported a position in BXP in Q4 2016 and held it in 3 quarters. The position peaked at $743K in Q2 2017. 440 funds tracked by Wall St. Rank hold BXP as of Q3 2017.

Perigon Wealth Management reported no remaining Boston Properties position as of Q3 2017 after selling out during the quarter.
Perigon Wealth Management sold 6,005 Boston Properties shares in Q3 2017, an estimated $743K.
Perigon Wealth Management first reported a position in Boston Properties in Q4 2016 and held it in 3 quarters.
Perigon Wealth Management's Boston Properties position peaked at $743K in Q2 2017.
440 funds tracked by Wall St. Rank held Boston Properties as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.