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Laird Norton Wetherby Wealth Management’s Bread Financial BFH Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,152
Closed -$217K – 642
2018
Q3 		$217K Buy
1,152
+17
+1% +$3.21K 0.03% 606
2018
Q2 		$211K Sell
1,135
-216
-16% -$36.9K 0.03% 591
2018
Q1 		$229K Buy
1,351
+268
+25% +$52.4K 0.03% 562
2017
Q4 		$219K Buy
+1,083
New +$201K 0.03% 571
2017
Q3 		– Sell
-1,197
Closed -$245K – 636
2017
Q2 		$245K Buy
1,197
+129
+12% +$25.6K 0.04% 484
2017
Q1 		$212K Buy
+1,068
New +$202K 0.04% 513
2016
Q2 		– Sell
-1,227
Closed -$215K – 512
2016
Q1 		$215K Buy
1,227
+63
+5% +$11K 0.05% 414
2015
Q4 		$257K Buy
1,164
+68
+6% +$15.4K 0.06% 358
2015
Q3 		$227K Buy
1,096
+43
+4% +$9.29K 0.06% 391
2015
Q2 		$245K Buy
1,053
+23
+2% +$5.5K 0.06% 377
2015
Q1 		$244K Buy
1,030
+125
+14% +$28.6K 0.06% 374
2014
Q4 		$207K Buy
+905
New +$198K 0.05% 420

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BFH Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Bread Financial (BFH) in Q4 2018, closing a stake of 1,152 shares — an estimated $217K sold.

Laird Norton Wetherby Wealth Management first reported a position in BFH in Q4 2014 and held it in 12 quarters. The position peaked at $257K in Q4 2015. 544 funds tracked by Wall St. Rank hold BFH as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Bread Financial position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,152 Bread Financial shares in Q4 2018, an estimated $217K.
  • Laird Norton Wetherby Wealth Management first reported a position in Bread Financial in Q4 2014 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's Bread Financial position peaked at $257K in Q4 2015.
  • 544 funds tracked by Wall St. Rank held Bread Financial as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.