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Perigon Wealth Management’s Smith & Nephew SNN Stock Holding History

Perigon Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-516
Closed -$16K – 697
2016
Q4 		$16K Buy
516
+286
+124% +$8.42K ﹤0.01% 504
2016
Q3 		$8K Buy
+230
New +$7.71K ﹤0.01% 513

Other funds holding SNN

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Perigon Wealth Management sold out of Smith & Nephew (SNN) in Q1 2017, closing a stake of 516 shares — an estimated $16K sold.

Perigon Wealth Management first reported a position in SNN in Q3 2016 and held it in 2 quarters. The position peaked at $16K in Q4 2016. 178 funds tracked by Wall St. Rank hold SNN as of Q1 2017.

  • Perigon Wealth Management reported no remaining Smith & Nephew position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 516 Smith & Nephew shares in Q1 2017, an estimated $16K.
  • Perigon Wealth Management first reported a position in Smith & Nephew in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Smith & Nephew position peaked at $16K in Q4 2016.
  • 178 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2017.

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