EA
WY icon

Edge Advisors’s Weyerhaeuser WY Stock Holding History

Edge 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
2018
Q2 		$3.02M Sell
82,913
-6,385
-7% -$233K 0.27% 90
2018
Q1 		$3.12M Sell
89,298
-3,526
-4% -$124K 0.29% 83
2017
Q4 		$3.27M Sell
92,824
-924
-1% -$32.7K 0.32% 81
2017
Q3 		$3.19M Buy
93,748
+14,349
+18% +$471K 0.35% 71
2017
Q2 		$2.66M Buy
79,399
+102
+0.1% +$3.43K 0.3% 81
2017
Q1 		$2.69M Buy
79,297
+10
+0% +$325 0.33% 69
2016
Q4 		$2.38M Buy
+79,287
New +$2.44M 0.31% 81

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Advisors's WY Position: Q2 2018 in Review

Edge Advisors reduced its Weyerhaeuser (WY) stake by 7.2% in Q2 2018, selling an estimated $233K and leaving 82,913 shares worth $3.02M. The position accounts for 0.27% of the portfolio, ranked #90.

Edge Advisors first reported a position in WY in Q4 2016 and has held it in 7 quarters since. The position peaked at $3.27M in Q4 2017. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

  • Edge Advisors held 82,913 shares of Weyerhaeuser worth $3.02M as of Q2 2018.
  • Edge Advisors sold 6,385 Weyerhaeuser shares in Q2 2018, an estimated $233K.
  • Weyerhaeuser made up 0.27% of Edge Advisors's portfolio in Q2 2018, its #90 holding.
  • Edge Advisors first reported a position in Weyerhaeuser in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Weyerhaeuser position peaked at $3.27M in Q4 2017.
  • 983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.