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Perigon Wealth Management’s Cousins Properties CUZ Stock Holding History

Perigon Wealth Management’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,113
Closed -$110K – 660
2017
Q2 		$110K Buy
3,113
+1,000
+47% +$34.4K 0.02% 295
2017
Q1 		$70K Buy
+2,113
New +$70.9K 0.01% 351

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Perigon Wealth Management sold out of Cousins Properties (CUZ) in Q3 2017, closing a stake of 3,113 shares — an estimated $110K sold.

Perigon Wealth Management first reported a position in CUZ in Q1 2017 and held it in 2 quarters. The position peaked at $110K in Q2 2017. 237 funds tracked by Wall St. Rank hold CUZ as of Q3 2017.

  • Perigon Wealth Management reported no remaining Cousins Properties position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 3,113 Cousins Properties shares in Q3 2017, an estimated $110K.
  • Perigon Wealth Management first reported a position in Cousins Properties in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Cousins Properties position peaked at $110K in Q2 2017.
  • 237 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2017.

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