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Perigon Wealth Management’s United Microelectronic UMC Stock Holding History

Perigon Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,877
Closed -$8K – 713
2016
Q4 		$8K Sell
3,877
-968
-20% -$1.77K ﹤0.01% 594
2016
Q3 		$9K Buy
+4,845
New +$9.26K ﹤0.01% 498

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Perigon Wealth Management sold out of United Microelectronic (UMC) in Q1 2017, closing a stake of 3,877 shares — an estimated $8K sold.

Perigon Wealth Management first reported a position in UMC in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q3 2016. 97 funds tracked by Wall St. Rank hold UMC as of Q1 2017.

  • Perigon Wealth Management reported no remaining United Microelectronic position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 3,877 United Microelectronic shares in Q1 2017, an estimated $8K.
  • Perigon Wealth Management first reported a position in United Microelectronic in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's United Microelectronic position peaked at $9K in Q3 2016.
  • 97 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2017.

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