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Bellecapital’s Weyerhaeuser WY Stock Holding History

Bellecapital’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
2016
Q4 		– Sell
-8,774
Closed -$280K – 89
2016
Q3 		$280K Sell
8,774
-7,235
-45% -$229K 0.31% 55
2016
Q2 		$477K Hold
16,009
– – 0.52% 38
2016
Q1 		$496K Buy
16,009
+339
+2% +$9.05K 0.66% 33
2015
Q4 		$470K Sell
15,670
-1,946
-11% -$58.7K 0.6% 33
2015
Q3 		$482K Buy
17,616
+1,950
+12% +$57.5K 0.71% 32
2015
Q2 		$493K Buy
15,666
+860
+6% +$27.6K 0.63% 33
2015
Q1 		$491K Sell
14,806
-1,437
-9% -$50.3K 0.66% 36
2014
Q4 		$583K Sell
16,243
-5,410
-25% -$186K 0.79% 34
2014
Q3 		$690K Buy
21,653
+1,440
+7% +$47.2K 0.81% 34
2014
Q2 		$669K Sell
20,213
-14,460
-42% -$437K 0.66% 38
2014
Q1 		$1.02M Buy
34,673
+1,681
+5% +$50.6K 0.88% 31
2013
Q4 		$1.04M Buy
+32,992
New +$987K 1% 27

Other funds holding WY

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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bellecapital's WY Position: Q4 2016 in Review

Bellecapital sold out of Weyerhaeuser (WY) in Q4 2016, closing a stake of 8,774 shares — an estimated $280K sold.

Bellecapital first reported a position in WY in Q4 2013 and held it in 12 quarters. The position peaked at $1.04M in Q4 2013. 893 funds tracked by Wall St. Rank hold WY as of Q4 2016.

  • Bellecapital reported no remaining Weyerhaeuser position as of Q4 2016 after selling out during the quarter.
  • Bellecapital sold 8,774 Weyerhaeuser shares in Q4 2016, an estimated $280K.
  • Bellecapital first reported a position in Weyerhaeuser in Q4 2013 and held it in 12 quarters.
  • Bellecapital's Weyerhaeuser position peaked at $1.04M in Q4 2013.
  • 893 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2016.

Based on Bellecapital's 13F filing for Q4 2016, filed 10 Feb 2017.