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Aspen Investment Management’s Weyerhaeuser WY Stock Holding History

Aspen Investment Management’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
Q2 		– Sell
-6,181
Closed -$205K – 128
2015
Q1 		$205K Hold
6,181
– – 0.16% 126
2014
Q4 		$222K Buy
+6,181
New +$212K 0.19% 118
2014
Q3 		– Sell
-6,181
Closed -$205K – 132
2014
Q2 		$205K Buy
+6,181
New +$187K 0.13% 130
2014
Q1 		– Sell
-6,541
Closed -$206K – 125
2013
Q4 		$206K Buy
+6,541
New +$196K 0.14% 121

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aspen Investment Management's WY Position: Q2 2015 in Review

Aspen Investment Management sold out of Weyerhaeuser (WY) in Q2 2015, closing a stake of 6,181 shares — an estimated $205K sold.

Aspen Investment Management first reported a position in WY in Q4 2013 and held it in 4 quarters. The position peaked at $222K in Q4 2014. 593 funds tracked by Wall St. Rank hold WY as of Q2 2015.

  • Aspen Investment Management reported no remaining Weyerhaeuser position as of Q2 2015 after selling out during the quarter.
  • Aspen Investment Management sold 6,181 Weyerhaeuser shares in Q2 2015, an estimated $205K.
  • Aspen Investment Management first reported a position in Weyerhaeuser in Q4 2013 and held it in 4 quarters.
  • Aspen Investment Management's Weyerhaeuser position peaked at $222K in Q4 2014.
  • 593 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2015.

Based on Aspen Investment Management's 13F filing for Q2 2015, filed 23 Jul 2015.