PWM
DCM

Perigon Wealth Management’s NTT DOCOMO, Inc. DCM Stock Holding History

Perigon Wealth Management’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-511
Closed -$12K – 752
2016
Q4 		$12K Buy
511
+73
+17% +$1.72K ﹤0.01% 546
2016
Q3 		$11K Buy
+438
New +$11.6K ﹤0.01% 473

Other funds holding DCM

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Northern Trust
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Perigon Wealth Management sold out of NTT DOCOMO, Inc. (DCM) in Q1 2017, closing a stake of 511 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in DCM in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 125 funds tracked by Wall St. Rank hold DCM as of Q1 2017.

  • Perigon Wealth Management reported no remaining NTT DOCOMO, Inc. position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 511 NTT DOCOMO, Inc. shares in Q1 2017, an estimated $12K.
  • Perigon Wealth Management first reported a position in NTT DOCOMO, Inc. in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's NTT DOCOMO, Inc. position peaked at $12K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q1 2017.

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