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Bellwether Investment Group’s Weyerhaeuser WY Stock Holding History

Bellwether Investment Group’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
Q4 		$247K Buy
+7,011
New +$248K 0.99% 45
2017
Q2 		– Sell
-775
Closed -$26K – 625
2017
Q1 		$26K Buy
775
+91
+13% +$2.96K 0.07% 251
2016
Q4 		$21K Buy
+684
New +$21.1K 0.02% 444
2016
Q2 		$8K Buy
+256
New +$7.87K 0.01% 440

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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bellwether Investment Group's WY Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Weyerhaeuser (WY) in Q4 2017: 7,011 shares worth $247K. The stake represents 0.99% of the portfolio and ranks #45 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in WY as recently as Q1 2017.

Bellwether Investment Group first reported a position in WY in Q2 2016 and has held it in 4 quarters since. 971 funds tracked by Wall St. Rank hold WY as of Q4 2017.

  • Bellwether Investment Group held 7,011 shares of Weyerhaeuser worth $247K as of Q4 2017.
  • Weyerhaeuser was a new Bellwether Investment Group position in Q4 2017.
  • Weyerhaeuser made up 0.99% of Bellwether Investment Group's portfolio in Q4 2017, its #45 holding.
  • Bellwether Investment Group first reported a position in Weyerhaeuser in Q2 2016 and has held it in 4 quarters since.
  • 971 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.