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Perigon Wealth Management’s Kite Realty KRG Stock Holding History

Perigon Wealth Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,800
Closed -$129K – 682
2017
Q2 		$129K Buy
6,800
+2,500
+58% +$49.1K 0.03% 276
2017
Q1 		$92K Buy
+4,300
New +$97.7K 0.02% 313

Other funds holding KRG

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Perigon Wealth Management sold out of Kite Realty (KRG) in Q3 2017, closing a stake of 6,800 shares — an estimated $129K sold.

Perigon Wealth Management first reported a position in KRG in Q1 2017 and held it in 2 quarters. The position peaked at $129K in Q2 2017. 228 funds tracked by Wall St. Rank hold KRG as of Q3 2017.

  • Perigon Wealth Management reported no remaining Kite Realty position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 6,800 Kite Realty shares in Q3 2017, an estimated $129K.
  • Perigon Wealth Management first reported a position in Kite Realty in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Kite Realty position peaked at $129K in Q2 2017.
  • 228 funds tracked by Wall St. Rank held Kite Realty as of Q3 2017.

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