PWM
IM

Perigon Wealth Management’s Ingram Micro IM Stock Holding History

Perigon Wealth Management’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-280
Closed -$10K – 779
2016
Q3 		$10K Buy
+280
New +$9.72K ﹤0.01% 484

Other funds holding IM

OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

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

Perigon Wealth Management sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 280 shares — an estimated $10K sold.

Perigon Wealth Management first reported a position in IM in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

  • Perigon Wealth Management reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 280 Ingram Micro shares in Q4 2016, an estimated $10K.
  • Perigon Wealth Management first reported a position in Ingram Micro in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Ingram Micro position peaked at $10K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

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