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Perigon Wealth Management’s EastGroup Properties EGP Stock Holding History

Perigon Wealth Management’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,575
Closed -$132K – 663
2017
Q2 		$132K Buy
1,575
+500
+47% +$40.3K 0.03% 275
2017
Q1 		$79K Buy
+1,075
New +$78.3K 0.02% 328

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Perigon Wealth Management sold out of EastGroup Properties (EGP) in Q3 2017, closing a stake of 1,575 shares — an estimated $132K sold.

Perigon Wealth Management first reported a position in EGP in Q1 2017 and held it in 2 quarters. The position peaked at $132K in Q2 2017. 219 funds tracked by Wall St. Rank hold EGP as of Q3 2017.

  • Perigon Wealth Management reported no remaining EastGroup Properties position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,575 EastGroup Properties shares in Q3 2017, an estimated $132K.
  • Perigon Wealth Management first reported a position in EastGroup Properties in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's EastGroup Properties position peaked at $132K in Q2 2017.
  • 219 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2017.

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