Laird Norton Wetherby Wealth Management’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,602	Closed	-$201K	–	762
2020 Q1	$201K	Buy	+5,602	New	+$236K	0.02%	578
2019 Q4	–	Sell	-4,098	Closed	-$208K	–	727
2019 Q3	$208K	Buy	+4,098	New	+$213K	0.02%	652
2014 Q1	–	Sell	-1,869	Closed	-$205K	–	450
2013 Q4	$205K	Buy	+1,869	New	+$214K	0.06%	397

Other funds holding PTR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q2 2020, closing a stake of 5,602 shares — an estimated $201K sold.

Laird Norton Wetherby Wealth Management first reported a position in PTR in Q4 2013 and held it in 3 quarters. The position peaked at $208K in Q3 2019. 70 funds tracked by Wall St. Rank hold PTR as of Q2 2020.

Laird Norton Wetherby Wealth Management reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q2 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 5,602 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q2 2020, an estimated $201K.
Laird Norton Wetherby Wealth Management first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2013 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $208K in Q3 2019.
70 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q2 2020.

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