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Perigon Wealth Management’s Gold Fields GFI Stock Holding History

Perigon Wealth Management’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,397
Closed -$5K – 647
2016
Q4 		$5K Buy
1,397
+618
+79% +$2.21K ﹤0.01% 639
2016
Q3 		$4K Buy
+779
New +$4.41K ﹤0.01% 577

Other funds holding GFI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

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

Perigon Wealth Management sold out of Gold Fields (GFI) in Q1 2017, closing a stake of 1,397 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in GFI in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 143 funds tracked by Wall St. Rank hold GFI as of Q1 2017.

  • Perigon Wealth Management reported no remaining Gold Fields position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,397 Gold Fields shares in Q1 2017, an estimated $5K.
  • Perigon Wealth Management first reported a position in Gold Fields in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Gold Fields position peaked at $5K in Q4 2016.
  • 143 funds tracked by Wall St. Rank held Gold Fields as of Q1 2017.

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