PWM
MOBL

Perigon Wealth Management’s MobileIron, Inc. MOBL Stock Holding History

Perigon Wealth Management’s Portfolio MOBL Stock Details MOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-35,807
Closed -$132K – 702
2017
Q3 		$132K Hold
35,807
– – 0.04% 231
2017
Q2 		$217K Hold
35,807
– – 0.05% 244
2017
Q1 		$156K Hold
35,807
– – 0.03% 271
2016
Q4 		$161K Hold
35,807
– – 0.04% 257
2016
Q3 		$98K Hold
35,807
– – 0.03% 244
2016
Q2 		$109K Hold
35,807
– – 0.03% 228
2016
Q1 		$162K Buy
+35,807
New +$134K 0.05% 152
2015
Q3 		– Sell
-63,501
Closed -$375K – 219
2015
Q2 		$375K Hold
63,501
– – 0.1% 164
2015
Q1 		$588K Hold
63,501
– – 0.16% 131
2014
Q4 		$632K Buy
+63,501
New +$602K 0.19% 113

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SXM
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Vanguard Group
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BlackRock
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GF
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
GES
GO ETF Solutions London, United Kingdom $689M AUM 29.59% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return