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Perigon Wealth Management’s Macerich MAC Stock Holding History

Perigon Wealth Management’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,600
Closed -$93K – 684
2017
Q2 		$93K Buy
1,600
+525
+49% +$31.8K 0.02% 314
2017
Q1 		$69K Buy
+1,075
New +$72.3K 0.01% 354

Other funds holding MAC

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

Perigon Wealth Management sold out of Macerich (MAC) in Q3 2017, closing a stake of 1,600 shares — an estimated $93K sold.

Perigon Wealth Management first reported a position in MAC in Q1 2017 and held it in 2 quarters. The position peaked at $93K in Q2 2017. 325 funds tracked by Wall St. Rank hold MAC as of Q3 2017.

  • Perigon Wealth Management reported no remaining Macerich position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 1,600 Macerich shares in Q3 2017, an estimated $93K.
  • Perigon Wealth Management first reported a position in Macerich in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Macerich position peaked at $93K in Q2 2017.
  • 325 funds tracked by Wall St. Rank held Macerich as of Q3 2017.

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