CWM
WY icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Concert Wealth Management's WY Position: Q2 2017 in Review

Concert Wealth Management sold out of Weyerhaeuser (WY) in Q2 2017, closing a stake of 23,056 shares — an estimated $701K sold.

Concert Wealth Management first reported a position in WY in Q2 2013 and held it in 16 quarters. The position peaked at $1.89M in Q3 2016. 886 funds tracked by Wall St. Rank hold WY as of Q2 2017.

  • Concert Wealth Management reported no remaining Weyerhaeuser position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 23,056 Weyerhaeuser shares in Q2 2017, an estimated $701K.
  • Concert Wealth Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Weyerhaeuser position peaked at $1.89M in Q3 2016.
  • 886 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.