Laird Norton Wetherby Wealth Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 354,242
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/1/2014 | 434 | 354,242 | 13F-HR | WETHERBY ASSET MANAGEMENT INC |
| Q1 2014 | 5/5/2014 | 432 | 348,861 | 13F-HR/A - RESTATEMENT | WETHERBY ASSET MANAGEMENT INC |
| Q1 2014 | 4/30/2014 | 432 | 396,073 | 13F-HR | WETHERBY ASSET MANAGEMENT INC |
| Q4 2013 | 1/29/2014 | 435 | 350,638 | 13F-HR | WETHERBY ASSET MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 326.4 K | 92.1% | 2.252 K | 0 | 2.252 K |
| ETFs | 27.87 K | 7.9% | 3.129 K | 0 | 3.129 K |
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Fund Snapshot
Q2 2014
Latest filed
8/1/2014
Total value ($000)
354,242
Holdings
434
QoQ value change ($000)
5,381
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.