PWM
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Perigon Wealth Management’s Plumas Bancorp PLBC Stock Holding History

Perigon Wealth Management’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,500
Closed -$26K – 744
2016
Q3 		$26K Buy
+2,500
New +$24.5K 0.01% 373

Other funds holding PLBC

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's PLBC Position: Q4 2016 in Review

Perigon Wealth Management sold out of Plumas Bancorp (PLBC) in Q4 2016, closing a stake of 2,500 shares — an estimated $26K sold.

Perigon Wealth Management first reported a position in PLBC in Q3 2016 and held it in 1 quarter. The position peaked at $26K in Q3 2016. 20 funds tracked by Wall St. Rank hold PLBC as of Q4 2016.

  • Perigon Wealth Management reported no remaining Plumas Bancorp position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 2,500 Plumas Bancorp shares in Q4 2016, an estimated $26K.
  • Perigon Wealth Management first reported a position in Plumas Bancorp in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Plumas Bancorp position peaked at $26K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Plumas Bancorp as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.