PWM
TPLM

Perigon Wealth Management’s Triangle Petroleum Corporation TPLM Stock Holding History

Perigon Wealth Management’s Portfolio TPLM Stock Details TPLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-25,000
Closed -$275K – 213
2014
Q3 		$275K Hold
25,000
– – 0.08% 167
2014
Q2 		$294K Buy
+25,000
New +$247K 0.08% 160

Other funds holding TPLM

TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Perigon Wealth Management's TPLM Position: Q4 2014 in Review

Perigon Wealth Management sold out of Triangle Petroleum Corporation (TPLM) in Q4 2014, closing a stake of 25,000 shares — an estimated $275K sold.

Perigon Wealth Management first reported a position in TPLM in Q2 2014 and held it in 2 quarters. The position peaked at $294K in Q2 2014. 154 funds tracked by Wall St. Rank hold TPLM as of Q4 2014.

  • Perigon Wealth Management reported no remaining Triangle Petroleum Corporation position as of Q4 2014 after selling out during the quarter.
  • Perigon Wealth Management sold 25,000 Triangle Petroleum Corporation shares in Q4 2014, an estimated $275K.
  • Perigon Wealth Management first reported a position in Triangle Petroleum Corporation in Q2 2014 and held it in 2 quarters.
  • Perigon Wealth Management's Triangle Petroleum Corporation position peaked at $294K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held Triangle Petroleum Corporation as of Q4 2014.

Based on Perigon Wealth Management's 13F filing for Q4 2014, filed 18 Feb 2015.