EWM
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Elite Wealth Management’s Weyerhaeuser WY Stock Holding History

Elite 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
2014
Q4 		– Sell
-244
Closed -$8K – 463
2014
Q3 		$8K Hold
244
– – 0.01% 308
2014
Q2 		$8K Hold
244
– – 0.01% 257
2014
Q1 		$7K Sell
244
-453
-65% -$13.6K 0.01% 262
2013
Q4 		$22K Buy
697
+102
+17% +$3.05K 0.02% 259
2013
Q3 		$17K Buy
595
+351
+144% +$9.94K 0.02% 264
2013
Q2 		$7K Buy
+244
New +$7.38K 0.01% 232

Other funds holding WY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Elite Wealth Management's WY Position: Q4 2014 in Review

Elite Wealth Management sold out of Weyerhaeuser (WY) in Q4 2014, closing a stake of 244 shares — an estimated $8K sold.

Elite Wealth Management first reported a position in WY in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q4 2013. 614 funds tracked by Wall St. Rank hold WY as of Q4 2014.

  • Elite Wealth Management reported no remaining Weyerhaeuser position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 244 Weyerhaeuser shares in Q4 2014, an estimated $8K.
  • Elite Wealth Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Weyerhaeuser position peaked at $22K in Q4 2013.
  • 614 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.