PWM
CELP

Perigon Wealth Management’s Cypress Environmental Partners, L.P. CELP Stock Holding History

Perigon Wealth Management’s Portfolio CELP Stock Details CELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-334
Closed -$2K – 716
2017
Q4 		$2K Buy
+334
New +$2.3K ﹤0.01% 578

Other funds holding CELP

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's CELP Position: Q1 2018 in Review

Perigon Wealth Management sold out of Cypress Environmental Partners, L.P. (CELP) in Q1 2018, closing a stake of 334 shares — an estimated $2K sold.

Perigon Wealth Management first reported a position in CELP in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 11 funds tracked by Wall St. Rank hold CELP as of Q1 2018.

  • Perigon Wealth Management reported no remaining Cypress Environmental Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 334 Cypress Environmental Partners, L.P. shares in Q1 2018, an estimated $2K.
  • Perigon Wealth Management first reported a position in Cypress Environmental Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Perigon Wealth Management's Cypress Environmental Partners, L.P. position peaked at $2K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.