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Perigon Wealth Management’s TAL Education Group TAL Stock Holding History

Perigon Wealth Management’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-480
Closed -$6K – 756
2016
Q3 		$6K Buy
+480
New +$5.06K ﹤0.01% 541

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GAM
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Tiger Global Management
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1832 Asset Management
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TAA
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SCMC
Serenity Capital Management (Cayman) George Town, Cayman Islands $269M AUM 16.04% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Perigon Wealth Management sold out of TAL Education Group (TAL) in Q4 2016, closing a stake of 480 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in TAL in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 203 funds tracked by Wall St. Rank hold TAL as of Q4 2016.

  • Perigon Wealth Management reported no remaining TAL Education Group position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 480 TAL Education Group shares in Q4 2016, an estimated $6K.
  • Perigon Wealth Management first reported a position in TAL Education Group in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's TAL Education Group position peaked at $6K in Q3 2016.
  • 203 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2016.

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