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Perigon Wealth Management’s ICICI Bank IBN Stock Holding History

Perigon Wealth Management’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,288
Closed -$10K – 655
2016
Q4 		$10K Hold
1,288
– – ﹤0.01% 558
2016
Q3 		$9K Buy
+1,288
New +$8.98K ﹤0.01% 494

Other funds holding IBN

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Perigon Wealth Management sold out of ICICI Bank (IBN) in Q1 2017, closing a stake of 1,288 shares — an estimated $10K sold.

Perigon Wealth Management first reported a position in IBN in Q3 2016 and held it in 2 quarters. The position peaked at $10K in Q4 2016. 292 funds tracked by Wall St. Rank hold IBN as of Q1 2017.

  • Perigon Wealth Management reported no remaining ICICI Bank position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,288 ICICI Bank shares in Q1 2017, an estimated $10K.
  • Perigon Wealth Management first reported a position in ICICI Bank in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's ICICI Bank position peaked at $10K in Q4 2016.
  • 292 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2017.

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