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Evercore Trust Company’s Weyerhaeuser WY Stock Holding History

Evercore Trust Company’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
-5,554,101
Closed -$189M – 44
2017
Q3 		$189M Sell
5,554,101
-277,003
-5% -$9.1M 0.55% 21
2017
Q2 		$195M Sell
5,831,104
-72,778
-1% -$2.45M 0.6% 21
2017
Q1 		$201M Sell
5,903,882
-515,261
-8% -$16.8M 0.62% 21
2016
Q4 		$193M Sell
6,419,143
-323,361
-5% -$9.97M 0.62% 22
2016
Q3 		$215M Buy
+6,742,504
New +$213M 0.7% 19

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
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 $416B AUM 33.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evercore Trust Company's WY Position: Q4 2017 in Review

Evercore Trust Company sold out of Weyerhaeuser (WY) in Q4 2017, closing a stake of 5,554,101 shares — an estimated $189M sold.

Evercore Trust Company first reported a position in WY in Q3 2016 and held it in 5 quarters. The position peaked at $215M in Q3 2016. 971 funds tracked by Wall St. Rank hold WY as of Q4 2017.

  • Evercore Trust Company reported no remaining Weyerhaeuser position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 5,554,101 Weyerhaeuser shares in Q4 2017, an estimated $189M.
  • Evercore Trust Company first reported a position in Weyerhaeuser in Q3 2016 and held it in 5 quarters.
  • Evercore Trust Company's Weyerhaeuser position peaked at $215M in Q3 2016.
  • 971 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.