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Perigon Wealth Management’s Chart Industries GTLS Stock Holding History

Perigon Wealth Management’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15
Closed -$1K – 396
2018
Q1 		$1K Hold
15
– – ﹤0.01% 616
2017
Q4 		$1K Hold
15
– – ﹤0.01% 587
2017
Q3 		$1K Buy
+15
New +$527 ﹤0.01% 620

Other funds holding GTLS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's GTLS Position: Q2 2018 in Review

Perigon Wealth Management sold out of Chart Industries (GTLS) in Q2 2018, closing a stake of 15 shares — an estimated $1K sold.

Perigon Wealth Management first reported a position in GTLS in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 210 funds tracked by Wall St. Rank hold GTLS as of Q2 2018.

  • Perigon Wealth Management reported no remaining Chart Industries position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 15 Chart Industries shares in Q2 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in Chart Industries in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Chart Industries position peaked at $1K in Q1 2018.
  • 210 funds tracked by Wall St. Rank held Chart Industries as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.