LNWWM
NJ

Laird Norton Wetherby Wealth Management’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-29,272
Closed -$502K – 525
2016
Q1 		$502K Sell
29,272
-1,336
-4% -$22.8K 0.12% 209
2015
Q4 		$558K Buy
30,608
+352
+1% +$6.58K 0.13% 177
2015
Q3 		$524K Buy
30,256
+1,908
+7% +$37.7K 0.13% 185
2015
Q2 		$530K Buy
28,348
+668
+2% +$12.2K 0.13% 195
2015
Q1 		$463K Sell
27,680
-356
-1% -$5.97K 0.11% 216
2014
Q4 		$455K Sell
28,036
-36
-0.1% -$585 0.11% 203
2014
Q3 		$475K Buy
28,072
+1,284
+5% +$20.9K 0.13% 189
2014
Q2 		$412K Sell
26,788
-3,172
-11% -$46.2K 0.12% 217
2014
Q1 		$461K Buy
29,960
+1,136
+4% +$16.2K 0.13% 191
2013
Q4 		$357K Buy
28,824
+248
+0.9% +$2.86K 0.1% 244
2013
Q3 		$303K Buy
28,576
+512
+2% +$5.03K 0.09% 267
2013
Q2 		$246K Buy
+28,064
New +$229K 0.09% 293

Other funds holding NJ

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NJ Position: Q2 2016 in Review

Laird Norton Wetherby Wealth Management sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q2 2016, closing a stake of 29,272 shares — an estimated $502K sold.

Laird Norton Wetherby Wealth Management first reported a position in NJ in Q2 2013 and held it in 12 quarters. The position peaked at $558K in Q4 2015. 35 funds tracked by Wall St. Rank hold NJ as of Q2 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q2 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 29,272 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q2 2016, an estimated $502K.
  • Laird Norton Wetherby Wealth Management first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q2 2013 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $558K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q2 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2016, filed 10 Aug 2016.