LNWWM
PT

Laird Norton Wetherby Wealth Management’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio PT Stock Details PT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,303
Closed -$38K – 447
2014
Q2 		$38K Sell
10,303
-6,680
-39% -$26.9K 0.01% 433
2014
Q1 		$72K Buy
16,983
+1,478
+10% +$6.63K 0.02% 423
2013
Q4 		$67K Buy
+15,505
New +$69.6K 0.02% 428
2013
Q3 		– Sell
-11,985
Closed -$47K – 423
2013
Q2 		$47K Buy
+11,985
New +$56.3K 0.02% 376

Other funds holding PT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PT Position: Q3 2014 in Review

Laird Norton Wetherby Wealth Management sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q3 2014, closing a stake of 10,303 shares — an estimated $38K sold.

Laird Norton Wetherby Wealth Management first reported a position in PT in Q2 2013 and held it in 4 quarters. The position peaked at $72K in Q1 2014. 65 funds tracked by Wall St. Rank hold PT as of Q3 2014.

  • Laird Norton Wetherby Wealth Management reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q3 2014 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,303 PORTUGAL TELECOM SGPS, S.A. shares in Q3 2014, an estimated $38K.
  • Laird Norton Wetherby Wealth Management first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q2 2013 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's PORTUGAL TELECOM SGPS, S.A. position peaked at $72K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q3 2014.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2014, filed 3 Nov 2014.