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Perigon Wealth Management’s POSCO PKX Stock Holding History

Perigon Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-289
Closed -$18K – 685
2016
Q4 		$18K Hold
289
– – ﹤0.01% 484
2016
Q3 		$15K Buy
+289
New +$14.2K ﹤0.01% 436

Other funds holding PKX

Dimensional Fund Advisors
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Perigon Wealth Management sold out of POSCO (PKX) in Q1 2017, closing a stake of 289 shares — an estimated $18K sold.

Perigon Wealth Management first reported a position in PKX in Q3 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 170 funds tracked by Wall St. Rank hold PKX as of Q1 2017.

  • Perigon Wealth Management reported no remaining POSCO position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 289 POSCO shares in Q1 2017, an estimated $18K.
  • Perigon Wealth Management first reported a position in POSCO in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's POSCO position peaked at $18K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held POSCO as of Q1 2017.

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