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Perigon Wealth Management’s Cemex CX Stock Holding History

Perigon Wealth Management’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-959
Closed -$8K – 636
2016
Q4 		$8K Hold
959
– – ﹤0.01% 586
2016
Q3 		$7K Buy
+959
New +$7.06K ﹤0.01% 519

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Perigon Wealth Management sold out of Cemex (CX) in Q1 2017, closing a stake of 959 shares — an estimated $8K sold.

Perigon Wealth Management first reported a position in CX in Q3 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 290 funds tracked by Wall St. Rank hold CX as of Q1 2017.

  • Perigon Wealth Management reported no remaining Cemex position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 959 Cemex shares in Q1 2017, an estimated $8K.
  • Perigon Wealth Management first reported a position in Cemex in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Cemex position peaked at $8K in Q4 2016.
  • 290 funds tracked by Wall St. Rank held Cemex as of Q1 2017.

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