Laird Norton Wetherby Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,500	Closed	-$225K	–	695
2019 Q1	$225K	Buy	+3,500	New	+$214K	0.03%	587
2018 Q4	–	Sell	-3,500	Closed	-$223K	–	673
2018 Q3	$223K	Buy	+3,500	New	+$220K	0.03%	591

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's QQEW Position: Q2 2019 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2019, closing a stake of 3,500 shares — an estimated $225K sold.

Laird Norton Wetherby Wealth Management first reported a position in QQEW in Q3 2018 and held it in 2 quarters. The position peaked at $225K in Q1 2019. 93 funds tracked by Wall St. Rank hold QQEW as of Q2 2019.

Laird Norton Wetherby Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2019 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 3,500 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2019, an estimated $225K.
Laird Norton Wetherby Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2018 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $225K in Q1 2019.
93 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2019, filed 25 Jul 2019.