BWFM
PCL

Bridgewater Wealth & Financial Management’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,725
Closed -$512K – 120
2015
Q4 		$512K Buy
10,725
+253
+2% +$11.5K 0.2% 55
2015
Q3 		$414K Sell
10,472
-500
-5% -$20K 0.17% 57
2015
Q2 		$445K Sell
10,972
-200
-2% -$8.39K 0.19% 55
2015
Q1 		$485K Hold
11,172
– – 0.21% 54
2014
Q4 		$478K Buy
+11,172
New +$459K 0.19% 64

Other funds holding PCL

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Bridgewater Wealth & Financial Management's PCL Position: Q1 2016 in Review

Bridgewater Wealth & Financial Management sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 10,725 shares — an estimated $512K sold.

Bridgewater Wealth & Financial Management first reported a position in PCL in Q4 2014 and held it in 5 quarters. The position peaked at $512K in Q4 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

  • Bridgewater Wealth & Financial Management reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 10,725 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $512K.
  • Bridgewater Wealth & Financial Management first reported a position in PLUM CREEK TIMBER CO (REIT) in Q4 2014 and held it in 5 quarters.
  • Bridgewater Wealth & Financial Management's PLUM CREEK TIMBER CO (REIT) position peaked at $512K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2016, filed 9 May 2016.