Shepherd Kaplan Krochuk’s Perion Network PERI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio PERI Stock Details PERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-9,949	Closed	-$36K	–	324
2016 Q3	$36K	Hold	9,949	–	–	0.01%	363
2016 Q2	$36K	Hold	9,949	–	–	0.01%	347
2016 Q1	$60K	Hold	9,949	–	–	0.02%	273
2015 Q4	$108K	Buy	9,949 +4,082	+70%	+$32K	0.03%	342
2015 Q3	$37K	Sell	5,867 -5,000	-46%	-$36.9K	0.01%	372
2015 Q2	$93K	Sell	10,867 -400	-4%	-$4.17K	0.02%	380
2015 Q1	$114K	Buy	11,267 +3,667	+48%	+$37.7K	0.02%	346
2014 Q4	$100K	Buy	+7,600	New	+$121K	0.02%	421

Other funds holding PERI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's PERI Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Perion Network (PERI) in Q4 2016, closing a stake of 9,949 shares — an estimated $36K sold.

Shepherd Kaplan Krochuk first reported a position in PERI in Q4 2014 and held it in 8 quarters. The position peaked at $114K in Q1 2015. 22 funds tracked by Wall St. Rank hold PERI as of Q4 2016.

Shepherd Kaplan Krochuk reported no remaining Perion Network position as of Q4 2016 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 9,949 Perion Network shares in Q4 2016, an estimated $36K.
Shepherd Kaplan Krochuk first reported a position in Perion Network in Q4 2014 and held it in 8 quarters.
Shepherd Kaplan Krochuk's Perion Network position peaked at $114K in Q1 2015.
22 funds tracked by Wall St. Rank held Perion Network as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.