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Bell Bank’s Weyerhaeuser WY Stock Holding History

Bell Bank’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
-91,379
Closed -$3.2M – 149
2018
Q1 		$3.2M Buy
91,379
+997
+1% +$35.2K 1.02% 18
2017
Q4 		$3.19M Sell
90,382
-19,073
-17% -$675K 0.9% 17
2017
Q3 		$3.73M Buy
109,455
+238
+0.2% +$7.82K 1.08% 17
2017
Q2 		$3.66M Sell
109,217
-3,128
-3% -$105K 1.3% 13
2017
Q1 		$3.82M Buy
112,345
+1,625
+1% +$52.9K 1.42% 12
2016
Q4 		$3.33M Sell
110,720
-1,580
-1% -$48.7K 1.3% 18
2016
Q3 		$3.59M Buy
112,300
+4,690
+4% +$148K 2.26% 10
2016
Q2 		$3.2M Buy
107,610
+5,265
+5% +$162K 1.84% 22
2016
Q1 		$3.17M Buy
102,345
+24,200
+31% +$646K 2.06% 13
2015
Q4 		$2.34M Buy
+78,145
New +$2.36M 1.68% 23

Other funds holding WY

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bell Bank's WY Position: Q2 2018 in Review

Bell Bank sold out of Weyerhaeuser (WY) in Q2 2018, closing a stake of 91,379 shares — an estimated $3.2M sold.

Bell Bank first reported a position in WY in Q4 2015 and held it in 10 quarters. The position peaked at $3.82M in Q1 2017. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

  • Bell Bank reported no remaining Weyerhaeuser position as of Q2 2018 after selling out during the quarter.
  • Bell Bank sold 91,379 Weyerhaeuser shares in Q2 2018, an estimated $3.2M.
  • Bell Bank first reported a position in Weyerhaeuser in Q4 2015 and held it in 10 quarters.
  • Bell Bank's Weyerhaeuser position peaked at $3.82M in Q1 2017.
  • 983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on Bell Bank's 13F filing for Q2 2018, filed 14 Aug 2018.