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Laird Norton Wetherby Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,500
Closed -$88K – 482
2015
Q2 		$88K Buy
+2,500
New +$91K 0.02% 468

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PPA Position: Q3 2015 in Review

Laird Norton Wetherby Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2015, closing a stake of 2,500 shares — an estimated $88K sold.

Laird Norton Wetherby Wealth Management first reported a position in PPA in Q2 2015 and held it in 1 quarter. The position peaked at $88K in Q2 2015. 41 funds tracked by Wall St. Rank hold PPA as of Q3 2015.

  • Laird Norton Wetherby Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2015 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,500 Invesco Aerospace & Defense ETF shares in Q3 2015, an estimated $88K.
  • Laird Norton Wetherby Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2015 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Invesco Aerospace & Defense ETF position peaked at $88K in Q2 2015.
  • 41 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.