Alera Investment Advisors’s Weyerhaeuser WY Stock Holding History

Alera Investment Advisors’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-495	Closed	-$13K	–	1030
2019 Q1	$13K	Buy	495 +232	+88%	+$5.84K	0.01%	408
2018 Q4	$6K	Buy	+263	New	+$7K	﹤0.01%	576

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's WY Position: Q2 2019 in Review

Alera Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2019, closing a stake of 495 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in WY in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

Alera Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 495 Weyerhaeuser shares in Q2 2019, an estimated $13K.
Alera Investment Advisors first reported a position in Weyerhaeuser in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Weyerhaeuser position peaked at $13K in Q1 2019.
882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.