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Perigon Wealth Management’s Grupo Cibest SA CIB Stock Holding History

Perigon Wealth Management’s Portfolio CIB Stock Details CIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-168
Closed -$6K – 631
2016
Q4 		$6K Hold
168
– – ﹤0.01% 624
2016
Q3 		$7K Buy
+168
New +$6.24K ﹤0.01% 518

Other funds holding CIB

NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Perigon Wealth Management sold out of Grupo Cibest SA (CIB) in Q1 2017, closing a stake of 168 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in CIB in Q3 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 145 funds tracked by Wall St. Rank hold CIB as of Q1 2017.

  • Perigon Wealth Management reported no remaining Grupo Cibest SA position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 168 Grupo Cibest SA shares in Q1 2017, an estimated $6K.
  • Perigon Wealth Management first reported a position in Grupo Cibest SA in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Grupo Cibest SA position peaked at $7K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q1 2017.

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