Laird Norton Wetherby Wealth Management’s Salient Midstream & MLP Fund SMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18,500	Closed	-$140K	–	953
2022 Q2	$140K	Buy	+18,500	New	+$151K	0.01%	851
2021 Q1	–	Sell	-24,750	Closed	-$106K	–	925
2020 Q4	$106K	Buy	+24,750	New	+$99.4K	0.01%	878

Laird Norton Wetherby Wealth Management's SMM Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Salient Midstream & MLP Fund (SMM) in Q3 2022, closing a stake of 18,500 shares — an estimated $140K sold.

Laird Norton Wetherby Wealth Management first reported a position in SMM in Q4 2020 and held it in 2 quarters. The position peaked at $140K in Q2 2022. 0 funds tracked by Wall St. Rank hold SMM as of Q3 2022.

Laird Norton Wetherby Wealth Management reported no remaining Salient Midstream & MLP Fund position as of Q3 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 18,500 Salient Midstream & MLP Fund shares in Q3 2022, an estimated $140K.
Laird Norton Wetherby Wealth Management first reported a position in Salient Midstream & MLP Fund in Q4 2020 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's Salient Midstream & MLP Fund position peaked at $140K in Q2 2022.
0 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.