Aris Wealth Services’s Weyerhaeuser WY Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-50	Closed	-$2K	–	498
2015 Q2	$2K	Hold	50	–	–	﹤0.01%	469
2015 Q1	$2K	Buy	+50	New	+$1.75K	﹤0.01%	487

Other funds holding WY

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Aris Wealth Services's WY Position: Q3 2015 in Review

Aris Wealth Services sold out of Weyerhaeuser (WY) in Q3 2015, closing a stake of 50 shares — an estimated $2K sold.

Aris Wealth Services first reported a position in WY in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 583 funds tracked by Wall St. Rank hold WY as of Q3 2015.

Aris Wealth Services reported no remaining Weyerhaeuser position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 50 Weyerhaeuser shares in Q3 2015, an estimated $2K.
Aris Wealth Services first reported a position in Weyerhaeuser in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Weyerhaeuser position peaked at $2K in Q2 2015.
583 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.