LNWWM
AKP

Laird Norton Wetherby Wealth Management’s Alliance Californa Muni Fd AKP Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio AKP Stock Details AKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-49,870
Closed -$661K – 574
2016
Q4 		$661K Buy
+49,870
New +$702K 0.13% 200

Other funds holding AKP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AKP Position: Q1 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Alliance Californa Muni Fd (AKP) in Q1 2017, closing a stake of 49,870 shares — an estimated $661K sold.

Laird Norton Wetherby Wealth Management first reported a position in AKP in Q4 2016 and held it in 1 quarter. The position peaked at $661K in Q4 2016. 24 funds tracked by Wall St. Rank hold AKP as of Q1 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Alliance Californa Muni Fd position as of Q1 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 49,870 Alliance Californa Muni Fd shares in Q1 2017, an estimated $661K.
  • Laird Norton Wetherby Wealth Management first reported a position in Alliance Californa Muni Fd in Q4 2016 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Alliance Californa Muni Fd position peaked at $661K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q1 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2017, filed 27 Apr 2017.