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Bison Wealth’s Weyerhaeuser WY Stock Holding History

Bison Wealth’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
Q1 		– Sell
-8,864
Closed -$313K – 215
2017
Q4 		$313K Buy
8,864
+560
+7% +$19.8K 0.23% 128
2017
Q3 		$283K Sell
8,304
-512
-6% -$16.8K 0.23% 126
2017
Q2 		$295K Buy
+8,816
New +$297K 0.24% 112
2017
Q1 		– Sell
-12,436
Closed -$374K – 196
2016
Q4 		$374K Sell
12,436
-611
-5% -$18.8K 0.32% 86
2016
Q3 		$417K Buy
13,047
+5,129
+65% +$162K 0.35% 80
2016
Q2 		$236K Sell
7,918
-551
-7% -$16.9K 0.14% 165
2016
Q1 		$262K Buy
+8,469
New +$226K 0.17% 142
2015
Q3 		– Sell
-26,637
Closed -$839K – 271
2015
Q2 		$839K Buy
26,637
+3,150
+13% +$101K 0.49% 62
2015
Q1 		$779K Buy
23,487
+1,345
+6% +$47.1K 0.47% 66
2014
Q4 		$795K Buy
+22,142
New +$760K 0.6% 51

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
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

Bison Wealth's WY Position: Q1 2018 in Review

Bison Wealth sold out of Weyerhaeuser (WY) in Q1 2018, closing a stake of 8,864 shares — an estimated $313K sold.

Bison Wealth first reported a position in WY in Q4 2014 and held it in 10 quarters. The position peaked at $839K in Q2 2015. 965 funds tracked by Wall St. Rank hold WY as of Q1 2018.

  • Bison Wealth reported no remaining Weyerhaeuser position as of Q1 2018 after selling out during the quarter.
  • Bison Wealth sold 8,864 Weyerhaeuser shares in Q1 2018, an estimated $313K.
  • Bison Wealth first reported a position in Weyerhaeuser in Q4 2014 and held it in 10 quarters.
  • Bison Wealth's Weyerhaeuser position peaked at $839K in Q2 2015.
  • 965 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2018.

Based on Bison Wealth's 13F filing for Q1 2018, filed 8 May 2018.