Ancora Family Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Ancora Family Wealth 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
2016 Q3	$2.63M	Buy	82,336 +42,532	+107%	+$1.34M	0.9%	29
2016 Q2	$1.19M	Sell	39,804 -487	-1%	-$15K	0.45%	68
2016 Q1	$1.25M	Buy	40,291 +9,096	+29%	+$243K	0.51%	63
2015 Q4	$935K	Buy	31,195 +5,625	+22%	+$170K	0.4%	78
2015 Q3	$699K	Buy	+25,570	New	+$754K	0.29%	101

Other funds holding WY

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ancora Family Wealth Advisors's WY Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Weyerhaeuser (WY) stake by 107% in Q3 2016, buying an estimated $1.34M and bringing the position to 82,336 shares worth $2.63M. The position accounts for 0.9% of the portfolio, ranked #29.

Ancora Family Wealth Advisors first reported a position in WY in Q3 2015 and has held it in 5 quarters since. 849 funds tracked by Wall St. Rank hold WY as of Q3 2016.

Ancora Family Wealth Advisors held 82,336 shares of Weyerhaeuser worth $2.63M as of Q3 2016.
Ancora Family Wealth Advisors bought 42,532 Weyerhaeuser shares in Q3 2016, an estimated $1.34M.
Weyerhaeuser made up 0.9% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #29 holding.
Ancora Family Wealth Advisors first reported a position in Weyerhaeuser in Q3 2015 and has held it in 5 quarters since.
849 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.