PWM
INTG icon

Perigon Wealth Management’s InterGroup Corp INTG Stock Holding History

Perigon Wealth Management’s Portfolio INTG Stock Details INTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-33
Closed -$1K – 422
2018
Q1 		$1K Hold
33
– – ﹤0.01% 618
2017
Q4 		$1K Hold
33
– – ﹤0.01% 589
2017
Q3 		$1K Hold
33
– – ﹤0.01% 622
2017
Q2 		$1K Hold
33
– – ﹤0.01% 571
2017
Q1 		$1K Hold
33
– – ﹤0.01% 608
2016
Q4 		$1K Hold
33
– – ﹤0.01% 692
2016
Q3 		$1K Buy
+33
New +$817 ﹤0.01% 612

Other funds holding INTG

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Perigon Wealth Management sold out of InterGroup Corp (INTG) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

Perigon Wealth Management first reported a position in INTG in Q3 2016 and held it in 7 quarters. The position peaked at $1K in Q1 2018. 8 funds tracked by Wall St. Rank hold INTG as of Q2 2018.

  • Perigon Wealth Management reported no remaining InterGroup Corp position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 33 InterGroup Corp shares in Q2 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in InterGroup Corp in Q3 2016 and held it in 7 quarters.
  • Perigon Wealth Management's InterGroup Corp position peaked at $1K in Q1 2018.
  • 8 funds tracked by Wall St. Rank held InterGroup Corp as of Q2 2018.

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