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Perigon Wealth Management’s Kilroy Realty KRC Stock Holding History

Perigon Wealth Management’s Portfolio KRC Stock Details KRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,125
Closed -$161K – 681
2017
Q2 		$161K Buy
2,125
+750
+55% +$55.3K 0.04% 258
2017
Q1 		$100K Buy
+1,375
New +$102K 0.02% 302

Other funds holding KRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Perigon Wealth Management's KRC Position: Q3 2017 in Review

Perigon Wealth Management sold out of Kilroy Realty (KRC) in Q3 2017, closing a stake of 2,125 shares — an estimated $161K sold.

Perigon Wealth Management first reported a position in KRC in Q1 2017 and held it in 2 quarters. The position peaked at $161K in Q2 2017. 255 funds tracked by Wall St. Rank hold KRC as of Q3 2017.

  • Perigon Wealth Management reported no remaining Kilroy Realty position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 2,125 Kilroy Realty shares in Q3 2017, an estimated $161K.
  • Perigon Wealth Management first reported a position in Kilroy Realty in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Kilroy Realty position peaked at $161K in Q2 2017.
  • 255 funds tracked by Wall St. Rank held Kilroy Realty as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.