Concert Wealth Management’s Weyerhaeuser WY Stock Holding History

Concert 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 Q2	–	Sell	-23,056	Closed	-$701K	–	443
2017 Q1	$701K	Sell	23,056 -5,401	-19%	-$176K	0.16%	185
2016 Q4	$859K	Sell	28,457 -30,708	-52%	-$946K	0.19%	158
2016 Q3	$1.89M	Sell	59,165 -2,631	-4%	-$83.2K	0.23%	111
2016 Q2	$1.84M	Buy	61,796 +479	+0.8%	+$14.7K	0.25%	99
2016 Q1	$1.89M	Buy	61,317 +30,045	+96%	+$802K	0.25%	100
2015 Q4	$940K	Sell	31,272 -517	-2%	-$15.6K	0.13%	209
2015 Q3	$861K	Sell	31,789 -508	-2%	-$15K	0.12%	227
2015 Q2	$1.02M	Sell	32,297 -616	-2%	-$19.8K	0.13%	200
2015 Q1	$977K	Sell	32,913 -796	-2%	-$27.9K	0.28%	84
2014 Q4	$1.21M	Buy	33,709 +11,621	+53%	+$399K	0.18%	141
2014 Q3	$705K	Sell	22,088 -968	-4%	-$31.7K	0.1%	201
2014 Q2	$712K	Sell	23,056 -422	-2%	-$12.8K	0.09%	207
2014 Q1	$693K	Sell	23,478 -3,530	-13%	-$106K	0.09%	202
2013 Q4	$852K	Sell	27,008 -3,557	-12%	-$106K	0.11%	159
2013 Q3	$881K	Buy	30,565 +607	+2%	+$17.2K	0.12%	135
2013 Q2	$860K	Buy	+29,958	New	+$906K	0.13%	126

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return