PWM
MULE

Perigon Wealth Management’s MuleSoft, Inc. MULE Stock Holding History

Perigon Wealth Management’s Portfolio MULE Stock Details MULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,968
Closed -$140K – 699
2017
Q3 		$140K Buy
+6,968
New +$155K 0.05% 224

Other funds holding MULE

SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Perigon Wealth Management's MULE Position: Q4 2017 in Review

Perigon Wealth Management sold out of MuleSoft, Inc. (MULE) in Q4 2017, closing a stake of 6,968 shares — an estimated $140K sold.

Perigon Wealth Management first reported a position in MULE in Q3 2017 and held it in 1 quarter. The position peaked at $140K in Q3 2017. 150 funds tracked by Wall St. Rank hold MULE as of Q4 2017.

  • Perigon Wealth Management reported no remaining MuleSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 6,968 MuleSoft, Inc. shares in Q4 2017, an estimated $140K.
  • Perigon Wealth Management first reported a position in MuleSoft, Inc. in Q3 2017 and held it in 1 quarter.
  • Perigon Wealth Management's MuleSoft, Inc. position peaked at $140K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held MuleSoft, Inc. as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.