Blue Bell Private Wealth Management’s Weyerhaeuser WY Stock Holding History

Blue Bell Private Wealth Management’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	-920	Closed	-$30K	–	399
2016 Q3	$30K	Hold	920	–	–	0.02%	250
2016 Q2	$28K	Hold	920	–	–	0.02%	255
2016 Q1	$29K	Buy	920 +320	+53%	+$8.55K	0.02%	262
2015 Q4	$18K	Hold	600	–	–	0.01%	318
2015 Q3	$16K	Hold	600	–	–	0.01%	335
2015 Q2	$19K	Sell	600 -625	-51%	-$20.1K	0.01%	322
2015 Q1	$40K	Sell	1,225 -325	-21%	-$11.4K	0.02%	241
2014 Q4	$55K	Hold	1,550	–	–	0.03%	215
2014 Q3	$49K	Sell	1,550 -200	-11%	-$6.56K	0.03%	234
2014 Q2	$58K	Hold	1,750	–	–	0.04%	207
2014 Q1	$51K	Hold	1,750	–	–	0.03%	186
2013 Q4	$55K	Buy	+1,750	New	+$52.4K	0.04%	181

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Bell Private Wealth Management's WY Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Weyerhaeuser (WY) in Q4 2016, closing a stake of 920 shares — an estimated $30K sold.

Blue Bell Private Wealth Management first reported a position in WY in Q4 2013 and held it in 12 quarters. The position peaked at $58K in Q2 2014. 893 funds tracked by Wall St. Rank hold WY as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Weyerhaeuser position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 920 Weyerhaeuser shares in Q4 2016, an estimated $30K.
Blue Bell Private Wealth Management first reported a position in Weyerhaeuser in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Weyerhaeuser position peaked at $58K in Q2 2014.
893 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.