Badgley, Phelps & Bell’s Weyerhaeuser WY Stock Holding History

Badgley, Phelps & Bell’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
2018 Q2	–	Sell	-6,578	Closed	-$230K	–	184
2018 Q1	$230K	Sell	6,578 -1,000	-13%	-$35.3K	0.02%	175
2017 Q4	$267K	Buy	7,578 +1,687	+29%	+$59.7K	0.02%	170
2017 Q3	$200K	Buy	+5,891	New	+$193K	0.01%	155

Other funds holding WY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Badgley, Phelps & Bell's WY Position: Q2 2018 in Review

Badgley, Phelps & Bell sold out of Weyerhaeuser (WY) in Q2 2018, closing a stake of 6,578 shares — an estimated $230K sold.

Badgley, Phelps & Bell first reported a position in WY in Q3 2017 and held it in 3 quarters. The position peaked at $267K in Q4 2017. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

Badgley, Phelps & Bell reported no remaining Weyerhaeuser position as of Q2 2018 after selling out during the quarter.
Badgley, Phelps & Bell sold 6,578 Weyerhaeuser shares in Q2 2018, an estimated $230K.
Badgley, Phelps & Bell first reported a position in Weyerhaeuser in Q3 2017 and held it in 3 quarters.
Badgley, Phelps & Bell's Weyerhaeuser position peaked at $267K in Q4 2017.
983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2018, filed 30 Jul 2018.