BBPWM
WY icon

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
2018
Q4 		– Sell
-2
Closed -$1K – 226
2018
Q3 		$1K Hold
2
– – ﹤0.01% 224
2018
Q2 		$1K Hold
2
– – ﹤0.01% 218
2018
Q1 		$1K Buy
+2
New +$71 ﹤0.01% 220

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 894 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.
  • 894 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.