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Bridgewater Wealth & Financial Management’s Weyerhaeuser WY Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-18,549
Closed -$621K – 109
2017
Q2 		$621K Buy
18,549
+434
+2% +$14.6K 0.21% 56
2017
Q1 		$616K Sell
18,115
-649
-3% -$21.1K 0.23% 54
2016
Q4 		$565K Sell
18,764
-256
-1% -$7.89K 0.21% 56
2016
Q3 		$608K Sell
19,020
-1,085
-5% -$34.3K 0.22% 56
2016
Q2 		$599K Sell
20,105
-686
-3% -$21.1K 0.22% 59
2016
Q1 		$644K Buy
+20,791
New +$555K 0.23% 57

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's WY Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Weyerhaeuser (WY) in Q3 2017, closing a stake of 18,549 shares — an estimated $621K sold.

Bridgewater Wealth & Financial Management first reported a position in WY in Q1 2016 and held it in 6 quarters. The position peaked at $644K in Q1 2016. 914 funds tracked by Wall St. Rank hold WY as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Weyerhaeuser position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 18,549 Weyerhaeuser shares in Q3 2017, an estimated $621K.
  • Bridgewater Wealth & Financial Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's Weyerhaeuser position peaked at $644K in Q1 2016.
  • 914 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.