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Buckingham Strategic Wealth’s Weyerhaeuser WY Stock Holding History

Buckingham Strategic Wealth’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
-6,040
Closed -$220K – 376
2018
Q2 		$220K Sell
6,040
-2,824
-32% -$103K 0.04% 325
2018
Q1 		$310K Sell
8,864
-1,869
-17% -$66K 0.06% 237
2017
Q4 		$378K Buy
10,733
+3,236
+43% +$114K 0.08% 200
2017
Q3 		$255K Buy
7,497
+17
+0.2% +$558 0.06% 242
2017
Q2 		$251K Buy
7,480
+889
+13% +$29.9K 0.06% 242
2017
Q1 		$224K Buy
+6,591
New +$214K 0.07% 227

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth's WY Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Weyerhaeuser (WY) in Q3 2018, closing a stake of 6,040 shares — an estimated $220K sold.

Buckingham Strategic Wealth first reported a position in WY in Q1 2017 and held it in 6 quarters. The position peaked at $378K in Q4 2017. 978 funds tracked by Wall St. Rank hold WY as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining Weyerhaeuser position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,040 Weyerhaeuser shares in Q3 2018, an estimated $220K.
  • Buckingham Strategic Wealth first reported a position in Weyerhaeuser in Q1 2017 and held it in 6 quarters.
  • Buckingham Strategic Wealth's Weyerhaeuser position peaked at $378K in Q4 2017.
  • 978 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.