PWM
KT icon

Perigon Wealth Management’s KT KT Stock Holding History

Perigon Wealth Management’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,815
Closed -$29K – 664
2016
Q4 		$29K Buy
1,815
+941
+108% +$14.2K 0.01% 417
2016
Q3 		$14K Buy
+874
New +$13.5K ﹤0.01% 444

Other funds holding KT

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Perigon Wealth Management sold out of KT (KT) in Q1 2017, closing a stake of 1,815 shares — an estimated $29K sold.

Perigon Wealth Management first reported a position in KT in Q3 2016 and held it in 2 quarters. The position peaked at $29K in Q4 2016. 144 funds tracked by Wall St. Rank hold KT as of Q1 2017.

  • Perigon Wealth Management reported no remaining KT position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,815 KT shares in Q1 2017, an estimated $29K.
  • Perigon Wealth Management first reported a position in KT in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's KT position peaked at $29K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held KT as of Q1 2017.

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