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Perigon Wealth Management’s Costamare CMRE Stock Holding History

Perigon Wealth Management’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-548
Closed -$3K – 633
2016
Q4 		$3K Buy
+548
New +$3.63K ﹤0.01% 671

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PPA
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GC
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Perigon Wealth Management's CMRE Position: Q1 2017 in Review

Perigon Wealth Management sold out of Costamare (CMRE) in Q1 2017, closing a stake of 548 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in CMRE in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 104 funds tracked by Wall St. Rank hold CMRE as of Q1 2017.

  • Perigon Wealth Management reported no remaining Costamare position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 548 Costamare shares in Q1 2017, an estimated $3K.
  • Perigon Wealth Management first reported a position in Costamare in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Costamare position peaked at $3K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held Costamare as of Q1 2017.

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