PWM
SMI

Perigon Wealth Management’s Semiconductor Manufacturing Intl SMI Stock Holding History

Perigon Wealth Management’s Portfolio SMI Stock Details SMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-987
Closed -$6K – 755
2016
Q4 		$6K Buy
+987
New +$6.37K ﹤0.01% 636

Other funds holding SMI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
PA
Profund Advisors Bethesda, Maryland $2.72B AUM 47.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Perigon Wealth Management sold out of Semiconductor Manufacturing Intl (SMI) in Q1 2017, closing a stake of 987 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in SMI in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 38 funds tracked by Wall St. Rank hold SMI as of Q1 2017.

  • Perigon Wealth Management reported no remaining Semiconductor Manufacturing Intl position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 987 Semiconductor Manufacturing Intl shares in Q1 2017, an estimated $6K.
  • Perigon Wealth Management first reported a position in Semiconductor Manufacturing Intl in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Semiconductor Manufacturing Intl position peaked at $6K in Q4 2016.
  • 38 funds tracked by Wall St. Rank held Semiconductor Manufacturing Intl as of Q1 2017.

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