Burt Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Burt Wealth Advisors’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
2019 Q4	–	Sell	-270	Closed	-$7K	–	349
2019 Q3	$7K	Hold	270	–	–	﹤0.01%	290
2019 Q2	$7K	Hold	270	–	–	﹤0.01%	291
2019 Q1	$7K	Hold	270	–	–	﹤0.01%	294
2018 Q4	$6K	Sell	270 -90	-25%	-$2.4K	﹤0.01%	303
2018 Q3	$12K	Hold	360	–	–	0.01%	284
2018 Q2	$13K	Hold	360	–	–	0.01%	270
2018 Q1	$13K	Hold	360	–	–	0.01%	275
2017 Q4	$13K	Buy	360 +90	+33%	+$3.18K	0.01%	263
2017 Q3	$9K	Sell	270 -180	-40%	-$5.91K	0.01%	272
2017 Q2	$15K	Buy	450 +180	+67%	+$6.06K	0.01%	270
2017 Q1	$9K	Sell	270 -180	-40%	-$5.86K	0.01%	267
2016 Q4	$14K	Buy	450 +180	+67%	+$5.55K	0.01%	257
2016 Q3	$8K	Hold	270	–	–	0.01%	285
2016 Q2	$8K	Sell	270 -560	-67%	-$17.2K	0.01%	291
2016 Q1	$26K	Buy	830 +560	+207%	+$15K	0.02%	221
2015 Q4	$8K	Hold	270	–	–	0.01%	315
2015 Q3	$7K	Hold	270	–	–	0.01%	289
2015 Q2	$9K	Hold	270	–	–	0.01%	279
2015 Q1	$9K	Hold	270	–	–	0.01%	253
2014 Q4	$10K	Buy	+270	New	+$9.27K	0.01%	233

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM