PWM
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Perigon Wealth Management’s CGI GIB Stock Holding History

Perigon Wealth Management’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-202
Closed -$10K – 723
2016
Q3 		$10K Buy
+202
New +$9.54K ﹤0.01% 475

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Perigon Wealth Management's GIB Position: Q4 2016 in Review

Perigon Wealth Management sold out of CGI (GIB) in Q4 2016, closing a stake of 202 shares — an estimated $10K sold.

Perigon Wealth Management first reported a position in GIB in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 205 funds tracked by Wall St. Rank hold GIB as of Q4 2016.

  • Perigon Wealth Management reported no remaining CGI position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 202 CGI shares in Q4 2016, an estimated $10K.
  • Perigon Wealth Management first reported a position in CGI in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's CGI position peaked at $10K in Q3 2016.
  • 205 funds tracked by Wall St. Rank held CGI as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.