American Trust Investment Advisors’s Weyerhaeuser WY Stock Holding History

American Trust 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
2018 Q3	–	Sell	-38,399	Closed	-$1.4M	–	79
2018 Q2	$1.4M	Sell	38,399 -292	-0.8%	-$10.7K	1.15%	36
2018 Q1	$1.35M	Sell	38,691 -4	-0%	-$141	1.08%	34
2017 Q4	$1.36M	Buy	38,695 +3,150	+9%	+$111K	1.07%	34
2017 Q3	$1.21M	Sell	35,545 -17,509	-33%	-$575K	1.08%	30
2017 Q2	$1.78M	Buy	53,054 +1,355	+3%	+$45.6K	1.55%	27
2017 Q1	$1.76M	Buy	51,699 +7,045	+16%	+$229K	1.59%	27
2016 Q4	$1.34M	Buy	+44,654	New	+$1.38M	1.31%	33

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

American Trust Investment Advisors's WY Position: Q3 2018 in Review

American Trust Investment Advisors sold out of Weyerhaeuser (WY) in Q3 2018, closing a stake of 38,399 shares — an estimated $1.4M sold.

American Trust Investment Advisors first reported a position in WY in Q4 2016 and held it in 7 quarters. The position peaked at $1.78M in Q2 2017. 978 funds tracked by Wall St. Rank hold WY as of Q3 2018.

American Trust Investment Advisors reported no remaining Weyerhaeuser position as of Q3 2018 after selling out during the quarter.
American Trust Investment Advisors sold 38,399 Weyerhaeuser shares in Q3 2018, an estimated $1.4M.
American Trust Investment Advisors first reported a position in Weyerhaeuser in Q4 2016 and held it in 7 quarters.
American Trust Investment Advisors's Weyerhaeuser position peaked at $1.78M in Q2 2017.
978 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

Based on American Trust Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.