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Perigon Wealth Management’s Xerox XRX Stock Holding History

Perigon Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-416
Closed -$12K – 604
2018
Q1 		$12K Hold
416
– – ﹤0.01% 497
2017
Q4 		$12K Buy
416
+223
+116% +$6.77K ﹤0.01% 480
2017
Q3 		$6K Hold
193
– – ﹤0.01% 545
2017
Q2 		$6K Sell
193
-621
-76% -$17.5K ﹤0.01% 525
2017
Q1 		$24K Sell
814
-312
-28% -$9.01K 0.01% 456
2016
Q4 		$22K Buy
1,126
+236
+27% +$5.88K ﹤0.01% 457
2016
Q3 		$24K Buy
890
+294
+49% +$7.59K 0.01% 381
2016
Q2 		$15K Buy
+596
New +$15.7K ﹤0.01% 356

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return