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Cornerstone Advisors’s Weyerhaeuser WY Stock Holding History

Cornerstone 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
2017
Q4 		– Sell
-9,000
Closed -$306K – 267
2017
Q3 		$306K Sell
9,000
-5,000
-36% -$164K 0.04% 238
2017
Q2 		$469K Hold
14,000
– – 0.09% 197
2017
Q1 		$476K Hold
14,000
– – 0.09% 180
2016
Q4 		$421K Buy
+14,000
New +$431K 0.08% 191
2015
Q2 		– Sell
-11,000
Closed -$365K – 242
2015
Q1 		$365K Hold
11,000
– – 0.08% 195
2014
Q4 		$395K Hold
11,000
– – 0.08% 215
2014
Q3 		$350K Hold
11,000
– – 0.07% 221
2014
Q2 		$364K Hold
11,000
– – 0.07% 223
2014
Q1 		$323K Hold
11,000
– – 0.08% 228
2013
Q4 		$347K Hold
11,000
– – 0.09% 210
2013
Q3 		$315K Hold
11,000
– – 0.1% 190
2013
Q2 		$313K Buy
+11,000
New +$333K 0.12% 169

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return