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Perigon Wealth Management’s Southern Copper SCCO Stock Holding History

Perigon Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-264
Closed -$9K – 691
2016
Q4 		$9K Hold
264
– – ﹤0.01% 575
2016
Q3 		$6K Buy
+264
New +$6.3K ﹤0.01% 540
2015
Q1 		– Sell
-61,430
Closed -$1.59M – 221
2014
Q4 		$1.59M Buy
61,430
+2
+0% +$53 0.48% 59
2014
Q3 		$1.67M Buy
61,428
+3
+0% +$88 0.5% 58
2014
Q2 		$1.71M Buy
+61,425
New +$1.67M 0.49% 59

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

Perigon Wealth Management sold out of Southern Copper (SCCO) in Q1 2017, closing a stake of 264 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in SCCO in Q2 2014 and held it in 5 quarters. The position peaked at $1.71M in Q2 2014. 241 funds tracked by Wall St. Rank hold SCCO as of Q1 2017.

  • Perigon Wealth Management reported no remaining Southern Copper position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 264 Southern Copper shares in Q1 2017, an estimated $9K.
  • Perigon Wealth Management first reported a position in Southern Copper in Q2 2014 and held it in 5 quarters.
  • Perigon Wealth Management's Southern Copper position peaked at $1.71M in Q2 2014.
  • 241 funds tracked by Wall St. Rank held Southern Copper as of Q1 2017.

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