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Perigon Wealth Management’s Granite Construction GVA Stock Holding History

Perigon Wealth Management’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-92,840
Closed -$3.53M – 217
2014
Q4 		$3.53M Hold
92,840
– – 1.06% 16
2014
Q3 		$2.95M Buy
92,840
+340
+0.4% +$11.7K 0.88% 28
2014
Q2 		$3.33M Buy
+92,500
New +$3.38M 0.95% 26

Other funds holding GVA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Perigon Wealth Management's GVA Position: Q1 2015 in Review

Perigon Wealth Management sold out of Granite Construction (GVA) in Q1 2015, closing a stake of 92,840 shares — an estimated $3.53M sold.

Perigon Wealth Management first reported a position in GVA in Q2 2014 and held it in 3 quarters. The position peaked at $3.53M in Q4 2014. 154 funds tracked by Wall St. Rank hold GVA as of Q1 2015.

  • Perigon Wealth Management reported no remaining Granite Construction position as of Q1 2015 after selling out during the quarter.
  • Perigon Wealth Management sold 92,840 Granite Construction shares in Q1 2015, an estimated $3.53M.
  • Perigon Wealth Management first reported a position in Granite Construction in Q2 2014 and held it in 3 quarters.
  • Perigon Wealth Management's Granite Construction position peaked at $3.53M in Q4 2014.
  • 154 funds tracked by Wall St. Rank held Granite Construction as of Q1 2015.

Based on Perigon Wealth Management's 13F filing for Q1 2015, filed 11 May 2015.