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Perigon Wealth Management’s LG Display LPL Stock Holding History

Perigon Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-564
Closed -$7K – 666
2016
Q4 		$7K Sell
564
-163
-22% -$2.04K ﹤0.01% 607
2016
Q3 		$9K Buy
+727
New +$9.63K ﹤0.01% 495

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

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

Perigon Wealth Management sold out of LG Display (LPL) in Q1 2017, closing a stake of 564 shares — an estimated $7K sold.

Perigon Wealth Management first reported a position in LPL in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q3 2016. 96 funds tracked by Wall St. Rank hold LPL as of Q1 2017.

  • Perigon Wealth Management reported no remaining LG Display position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 564 LG Display shares in Q1 2017, an estimated $7K.
  • Perigon Wealth Management first reported a position in LG Display in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's LG Display position peaked at $9K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held LG Display as of Q1 2017.

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