PWM
WBC

Perigon Wealth Management’s WABCO HOLDINGS INC. WBC Stock Holding History

Perigon Wealth Management’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-55
Closed -$7K – 661
2018
Q1 		$7K Sell
55
-74
-57% -$10.7K ﹤0.01% 540
2017
Q4 		$19K Sell
129
-3,099
-96% -$455K 0.01% 417
2017
Q3 		$478K Buy
+3,228
New +$448K 0.16% 111

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Perigon Wealth Management's WBC Position: Q2 2018 in Review

Perigon Wealth Management sold out of WABCO HOLDINGS INC. (WBC) in Q2 2018, closing a stake of 55 shares — an estimated $7K sold.

Perigon Wealth Management first reported a position in WBC in Q3 2017 and held it in 3 quarters. The position peaked at $478K in Q3 2017. 352 funds tracked by Wall St. Rank hold WBC as of Q2 2018.

  • Perigon Wealth Management reported no remaining WABCO HOLDINGS INC. position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 55 WABCO HOLDINGS INC. shares in Q2 2018, an estimated $7K.
  • Perigon Wealth Management first reported a position in WABCO HOLDINGS INC. in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's WABCO HOLDINGS INC. position peaked at $478K in Q3 2017.
  • 352 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.