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Catamount Wealth Management’s Weyerhaeuser WY Stock Holding History

Catamount Wealth 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
Q4 		– Sell
-1,066
Closed -$36K – 212
2017
Q3 		$36K Buy
+1,066
New +$35K 0.02% 94
2015
Q3 		– Sell
-100
Closed -$3K – 207
2015
Q2 		$3K Buy
+100
New +$3.21K ﹤0.01% 159

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Catamount Wealth Management's WY Position: Q4 2017 in Review

Catamount Wealth Management sold out of Weyerhaeuser (WY) in Q4 2017, closing a stake of 1,066 shares — an estimated $36K sold.

Catamount Wealth Management first reported a position in WY in Q2 2015 and held it in 2 quarters. The position peaked at $36K in Q3 2017. 971 funds tracked by Wall St. Rank hold WY as of Q4 2017.

  • Catamount Wealth Management reported no remaining Weyerhaeuser position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 1,066 Weyerhaeuser shares in Q4 2017, an estimated $36K.
  • Catamount Wealth Management first reported a position in Weyerhaeuser in Q2 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Weyerhaeuser position peaked at $36K in Q3 2017.
  • 971 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.