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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 – 732
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 $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Apriem Advisors's WY Position: Q1 2017 in Review

Apriem Advisors sold out of Weyerhaeuser (WY) in Q1 2017, closing a stake of 747 shares — an estimated $22K sold.

Apriem Advisors first reported a position in WY in Q2 2013 and held it in 6 quarters. The position peaked at $64K in Q2 2015. 904 funds tracked by Wall St. Rank hold WY as of Q1 2017.

  • Apriem Advisors reported no remaining Weyerhaeuser position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 747 Weyerhaeuser shares in Q1 2017, an estimated $22K.
  • Apriem Advisors first reported a position in Weyerhaeuser in Q2 2013 and held it in 6 quarters.
  • Apriem Advisors's Weyerhaeuser position peaked at $64K in Q2 2015.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.