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Braun Stacey Associates’s Weyerhaeuser WY Stock Holding History

Braun Stacey Associates’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
Q3 		– Sell
-297,471
Closed -$10.8M – 128
2018
Q2 		$10.8M Buy
297,471
+5,564
+2% +$203K 0.74% 74
2018
Q1 		$10.2M Buy
291,907
+29,959
+11% +$1.06M 0.7% 77
2017
Q4 		$9.24M Buy
+261,948
New +$9.27M 0.62% 81

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun Stacey Associates's WY Position: Q3 2018 in Review

Braun Stacey Associates sold out of Weyerhaeuser (WY) in Q3 2018, closing a stake of 297,471 shares — an estimated $10.8M sold.

Braun Stacey Associates first reported a position in WY in Q4 2017 and held it in 3 quarters. The position peaked at $10.8M in Q2 2018. 978 funds tracked by Wall St. Rank hold WY as of Q3 2018.

  • Braun Stacey Associates reported no remaining Weyerhaeuser position as of Q3 2018 after selling out during the quarter.
  • Braun Stacey Associates sold 297,471 Weyerhaeuser shares in Q3 2018, an estimated $10.8M.
  • Braun Stacey Associates first reported a position in Weyerhaeuser in Q4 2017 and held it in 3 quarters.
  • Braun Stacey Associates's Weyerhaeuser position peaked at $10.8M in Q2 2018.
  • 978 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

Based on Braun Stacey Associates's 13F filing for Q3 2018, filed 29 Oct 2018.