LNWWM
GRA

Laird Norton Wetherby Wealth Management’s W.R. Grace & Co. GRA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,348
Closed -$224K – 485
2014
Q4 		$224K Buy
2,348
+23
+1% +$2.14K 0.06% 386
2014
Q3 		$211K Buy
2,325
+16
+0.7% +$1.53K 0.06% 396
2014
Q2 		$218K Sell
2,309
-381
-14% -$35.9K 0.06% 386
2014
Q1 		$267K Hold
2,690
– – 0.08% 320
2013
Q4 		$266K Hold
2,690
– – 0.08% 321
2013
Q3 		$235K Buy
+2,690
New +$223K 0.07% 335

Other funds holding GRA

IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's GRA Position: Q1 2015 in Review

Laird Norton Wetherby Wealth Management sold out of W.R. Grace & Co. (GRA) in Q1 2015, closing a stake of 2,348 shares — an estimated $224K sold.

Laird Norton Wetherby Wealth Management first reported a position in GRA in Q3 2013 and held it in 6 quarters. The position peaked at $267K in Q1 2014. 225 funds tracked by Wall St. Rank hold GRA as of Q1 2015.

  • Laird Norton Wetherby Wealth Management reported no remaining W.R. Grace & Co. position as of Q1 2015 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,348 W.R. Grace & Co. shares in Q1 2015, an estimated $224K.
  • Laird Norton Wetherby Wealth Management first reported a position in W.R. Grace & Co. in Q3 2013 and held it in 6 quarters.
  • Laird Norton Wetherby Wealth Management's W.R. Grace & Co. position peaked at $267K in Q1 2014.
  • 225 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q1 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2015, filed 8 May 2015.