Essex Savings Bank’s Weyerhaeuser WY Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-3,363	Closed	-$89K	–	618
2019 Q2	$89K	Buy	3,363 +758	+29%	+$19.3K	0.03%	360
2019 Q1	$69K	Sell	2,605 -414	-14%	-$10.4K	0.04%	261
2018 Q4	$66K	Buy	+3,019	New	+$80.4K	0.04%	258

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Essex Savings Bank's WY Position: Q3 2019 in Review

Essex Savings Bank sold out of Weyerhaeuser (WY) in Q3 2019, closing a stake of 3,363 shares — an estimated $89K sold.

Essex Savings Bank first reported a position in WY in Q4 2018 and held it in 3 quarters. The position peaked at $89K in Q2 2019. 879 funds tracked by Wall St. Rank hold WY as of Q3 2019.

Essex Savings Bank reported no remaining Weyerhaeuser position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 3,363 Weyerhaeuser shares in Q3 2019, an estimated $89K.
Essex Savings Bank first reported a position in Weyerhaeuser in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Weyerhaeuser position peaked at $89K in Q2 2019.
879 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.