Cobiz Wealth’s Weyerhaeuser WY Stock Holding History

Cobiz 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
2013 Q3	–	Sell	-756	Closed	-$22K	–	357
2013 Q2	$22K	Buy	+756	New	+$22.9K	0.01%	225

Other funds holding WY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cobiz Wealth's WY Position: Q3 2013 in Review

Cobiz Wealth sold out of Weyerhaeuser (WY) in Q3 2013, closing a stake of 756 shares — an estimated $22K sold.

Cobiz Wealth first reported a position in WY in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 584 funds tracked by Wall St. Rank hold WY as of Q3 2013.

Cobiz Wealth reported no remaining Weyerhaeuser position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 756 Weyerhaeuser shares in Q3 2013, an estimated $22K.
Cobiz Wealth first reported a position in Weyerhaeuser in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Weyerhaeuser position peaked at $22K in Q2 2013.
584 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.