Elm Advisors’s Weyerhaeuser WY Stock Holding History

Elm 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 Q4	–	Sell	-640	Closed	-$21K	–	274
2018 Q3	$21K	Buy	+640	New	+$22.2K	0.01%	220

Other funds holding WY

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's WY Position: Q4 2018 in Review

Elm Advisors sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 640 shares — an estimated $21K sold.

Elm Advisors first reported a position in WY in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

Elm Advisors reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 640 Weyerhaeuser shares in Q4 2018, an estimated $21K.
Elm Advisors first reported a position in Weyerhaeuser in Q3 2018 and held it in 1 quarter.
Elm Advisors's Weyerhaeuser position peaked at $21K in Q3 2018.
912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.