PWM
TTM

Perigon Wealth Management’s Tata Motors Limited TTM Stock Holding History

Perigon Wealth Management’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-293
Closed -$12K – 766
2016
Q3 		$12K Buy
+293
New +$11.4K ﹤0.01% 466

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CFM
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American Century Companies
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AQR Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESG
Emerging Sovereign Group New York $252M AUM 22.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Perigon Wealth Management sold out of Tata Motors Limited (TTM) in Q4 2016, closing a stake of 293 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in TTM in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 250 funds tracked by Wall St. Rank hold TTM as of Q4 2016.

  • Perigon Wealth Management reported no remaining Tata Motors Limited position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 293 Tata Motors Limited shares in Q4 2016, an estimated $12K.
  • Perigon Wealth Management first reported a position in Tata Motors Limited in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Tata Motors Limited position peaked at $12K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2016.

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