Laird Norton Wetherby Wealth Management’s Western Asset Municipal High Income Fund MHF Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio MHF Stock Details MHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-19,158	Closed	-$142K	–	672
2017 Q4	$142K	Buy	19,158 +1,336	+7%	+$10.1K	0.02%	617
2017 Q3	$138K	Buy	+17,822	New	+$135K	0.02%	591

Other funds holding MHF

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MHF Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2018, closing a stake of 19,158 shares — an estimated $142K sold.

Laird Norton Wetherby Wealth Management first reported a position in MHF in Q3 2017 and held it in 2 quarters. The position peaked at $142K in Q4 2017. 40 funds tracked by Wall St. Rank hold MHF as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining Western Asset Municipal High Income Fund position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 19,158 Western Asset Municipal High Income Fund shares in Q1 2018, an estimated $142K.
Laird Norton Wetherby Wealth Management first reported a position in Western Asset Municipal High Income Fund in Q3 2017 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's Western Asset Municipal High Income Fund position peaked at $142K in Q4 2017.
40 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.