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Perigon Wealth Management’s Televisa TV Stock Holding History

Perigon Wealth Management’s Portfolio TV Stock Details TV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-335
Closed -$9K – 711
2016
Q4 		$9K Buy
335
+97
+41% +$2.23K ﹤0.01% 577
2016
Q3 		$6K Buy
+238
New +$6.28K ﹤0.01% 544

Other funds holding TV

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Perigon Wealth Management sold out of Televisa (TV) in Q1 2017, closing a stake of 335 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in TV in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 181 funds tracked by Wall St. Rank hold TV as of Q1 2017.

  • Perigon Wealth Management reported no remaining Televisa position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 335 Televisa shares in Q1 2017, an estimated $9K.
  • Perigon Wealth Management first reported a position in Televisa in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Televisa position peaked at $9K in Q4 2016.
  • 181 funds tracked by Wall St. Rank held Televisa as of Q1 2017.

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