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Laird Norton Wetherby Wealth Management’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio NPV Stock Details NPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,898
Closed -$154K – 741
2020
Q1 		$154K Sell
11,898
-41
-0.3% -$577 0.02% 602
2019
Q4 		$174K Sell
11,939
-2,818
-19% -$40K 0.02% 674
2019
Q3 		$204K Sell
14,757
-1,293
-8% -$17.4K 0.02% 657
2019
Q2 		$209K Hold
16,050
– – 0.02% 636
2019
Q1 		$204K Sell
16,050
-9,811
-38% -$121K 0.03% 617
2018
Q4 		$303K Sell
25,861
-572
-2% -$6.67K 0.04% 462
2018
Q3 		$313K Hold
26,433
– – 0.04% 490
2018
Q2 		$329K Sell
26,433
-38
-0.1% -$467 0.04% 445
2018
Q1 		$327K Buy
26,471
+4,829
+22% +$60K 0.05% 456
2017
Q4 		$277K Sell
21,642
-136
-0.6% -$1.77K 0.04% 491
2017
Q3 		$286K Hold
21,778
– – 0.04% 473
2017
Q2 		$287K Sell
21,778
-7,071
-25% -$93.2K 0.05% 445
2017
Q1 		$372K Sell
28,849
-21,751
-43% -$283K 0.07% 364
2016
Q4 		$656K Buy
+50,600
New +$683K 0.13% 202

Other funds holding NPV

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NPV Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q2 2020, closing a stake of 11,898 shares — an estimated $154K sold.

Laird Norton Wetherby Wealth Management first reported a position in NPV in Q4 2016 and held it in 14 quarters. The position peaked at $656K in Q4 2016. 34 funds tracked by Wall St. Rank hold NPV as of Q2 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,898 Nuveen Virginia Quality Municipal Income Fund shares in Q2 2020, an estimated $154K.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q4 2016 and held it in 14 quarters.
  • Laird Norton Wetherby Wealth Management's Nuveen Virginia Quality Municipal Income Fund position peaked at $656K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.