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Perpetual Ltd’s Information Services Group III Stock Holding History

Perpetual Ltd’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-49,325
Closed -$209K – 209
2013
Q4 		$209K Hold
49,325
– – 0.03% 201
2013
Q3 		$204K Buy
+49,325
New +$155K 0.03% 202

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Vanguard Group
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Allianz Asset Management
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BCM
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TC
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EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

Perpetual Ltd's III Position: Q1 2014 in Review

Perpetual Ltd sold out of Information Services Group (III) in Q1 2014, closing a stake of 49,325 shares — an estimated $209K sold.

Perpetual Ltd first reported a position in III in Q3 2013 and held it in 2 quarters. The position peaked at $209K in Q4 2013. 71 funds tracked by Wall St. Rank hold III as of Q1 2014.

  • Perpetual Ltd reported no remaining Information Services Group position as of Q1 2014 after selling out during the quarter.
  • Perpetual Ltd sold 49,325 Information Services Group shares in Q1 2014, an estimated $209K.
  • Perpetual Ltd first reported a position in Information Services Group in Q3 2013 and held it in 2 quarters.
  • Perpetual Ltd's Information Services Group position peaked at $209K in Q4 2013.
  • 71 funds tracked by Wall St. Rank held Information Services Group as of Q1 2014.

Based on Perpetual Ltd's 13F filing for Q1 2014, filed 26 Sep 2017.