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Perigon Wealth Management’s Yelp YELP Stock Holding History

Perigon Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,700
Closed -$437K – 213
2014
Q2 		$437K Buy
+5,700
New +$371K 0.12% 133

Other funds holding YELP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Perigon Wealth Management's YELP Position: Q3 2014 in Review

Perigon Wealth Management sold out of Yelp (YELP) in Q3 2014, closing a stake of 5,700 shares — an estimated $437K sold.

Perigon Wealth Management first reported a position in YELP in Q2 2014 and held it in 1 quarter. The position peaked at $437K in Q2 2014. 236 funds tracked by Wall St. Rank hold YELP as of Q3 2014.

  • Perigon Wealth Management reported no remaining Yelp position as of Q3 2014 after selling out during the quarter.
  • Perigon Wealth Management sold 5,700 Yelp shares in Q3 2014, an estimated $437K.
  • Perigon Wealth Management first reported a position in Yelp in Q2 2014 and held it in 1 quarter.
  • Perigon Wealth Management's Yelp position peaked at $437K in Q2 2014.
  • 236 funds tracked by Wall St. Rank held Yelp as of Q3 2014.

Based on Perigon Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.