BCWM
PCH

Bartlett & Co Wealth Management’s PotlatchDeltic PCH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-98
Closed -$4.98K – 733
2018
Q2 		$4.98K Buy
+98
New +$4.97K ﹤0.01% 637

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bartlett & Co Wealth Management's PCH Position: Q3 2018 in Review

Bartlett & Co Wealth Management sold out of PotlatchDeltic (PCH) in Q3 2018, closing a stake of 98 shares — an estimated $4.98K sold.

Bartlett & Co Wealth Management first reported a position in PCH in Q2 2018 and held it in 1 quarter. The position peaked at $4.98K in Q2 2018. 253 funds tracked by Wall St. Rank hold PCH as of Q3 2018.

  • Bartlett & Co Wealth Management reported no remaining PotlatchDeltic position as of Q3 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 98 PotlatchDeltic shares in Q3 2018, an estimated $4.98K.
  • Bartlett & Co Wealth Management first reported a position in PotlatchDeltic in Q2 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's PotlatchDeltic position peaked at $4.98K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2018, filed 13 Feb 2024.