WA
PRFT

WFG Advisors’s Perficient Inc PRFT Stock Holding History

WFG Advisors’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6
Closed – – 2113
2014
Q4 		$0 Buy
+6
New +$100 ﹤0.01% 2265
2014
Q1 		– Sell
-30
Closed -$1K – 2264
2013
Q4 		$1K Buy
+30
New +$614 ﹤0.01% 2140

Other funds holding PRFT

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's PRFT Position: Q1 2015 in Review

WFG Advisors sold out of Perficient Inc (PRFT) in Q1 2015, closing a stake of 6 shares.

WFG Advisors first reported a position in PRFT in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 153 funds tracked by Wall St. Rank hold PRFT as of Q1 2015.

  • WFG Advisors reported no remaining Perficient Inc position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 6 Perficient Inc shares in Q1 2015.
  • WFG Advisors first reported a position in Perficient Inc in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's Perficient Inc position peaked at $1K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.