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Apriem Advisors’s Weyerhaeuser WY Stock Holding History

Apriem 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
2017
Q1 		– Sell
-747
Closed -$22K – 733
2016
Q4 		$22K Buy
747
+7
+0.9% +$216 0.01% 339
2016
Q3 		$24K Sell
740
-248
-25% -$7.84K 0.01% 306
2016
Q2 		$29K Buy
988
+8
+0.8% +$246 0.01% 291
2016
Q1 		$30K Buy
+980
New +$26.2K 0.01% 262
2015
Q3 		– Sell
-2,027
Closed -$64K – 612
2015
Q2 		$64K Buy
+2,027
New +$65.2K 0.02% 186
2013
Q3 		– Sell
-1,221
Closed -$35K – 523
2013
Q2 		$35K Buy
+1,221
New +$36.9K 0.02% 227

Other funds holding WY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return