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Beacon Trust’s Weyerhaeuser WY Stock Holding History

Beacon Trust’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 		$2.68M Buy
79,456
+8,657
+12% +$282K 0.42% 83
2016
Q4 		$2.13M Buy
70,799
+360
+0.5% +$11.1K 0.35% 88
2016
Q3 		$2.25M Buy
70,439
+4,853
+7% +$153K 0.38% 87
2016
Q2 		$1.95M Buy
+65,586
New +$2.02M 0.33% 86

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Beacon Trust's WY Position: Q1 2017 in Review

Beacon Trust increased its Weyerhaeuser (WY) stake by 12% in Q1 2017, buying an estimated $282K and bringing the position to 79,456 shares worth $2.68M. The position accounts for 0.42% of the portfolio, ranked #83.

Beacon Trust first reported a position in WY in Q2 2016 and has held it in 4 quarters since. 904 funds tracked by Wall St. Rank hold WY as of Q1 2017.

  • Beacon Trust held 79,456 shares of Weyerhaeuser worth $2.68M as of Q1 2017.
  • Beacon Trust bought 8,657 Weyerhaeuser shares in Q1 2017, an estimated $282K.
  • Weyerhaeuser made up 0.42% of Beacon Trust's portfolio in Q1 2017, its #83 holding.
  • Beacon Trust first reported a position in Weyerhaeuser in Q2 2016 and has held it in 4 quarters since.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.