FFSOTS
WY icon

Fiduciary Financial Services of The Southwest’s Weyerhaeuser WY Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$235K Hold
7,765
– – 0.06% 136
2019
Q3 		$215K Sell
7,765
-300
-4% -$7.83K 0.06% 139
2019
Q2 		$212K Sell
8,065
-195
-2% -$4.96K 0.06% 140
2019
Q1 		$218K Buy
+8,260
New +$208K 0.06% 139
2018
Q4 		– Sell
-9,190
Closed -$297K – 148
2018
Q3 		$297K Sell
9,190
-150
-2% -$5.21K 0.08% 135
2018
Q2 		$341K Hold
9,340
– – 0.1% 134
2018
Q1 		$327K Hold
9,340
– – 0.1% 130
2017
Q4 		$329K Buy
9,340
+110
+1% +$3.89K 0.1% 132
2017
Q3 		$314K Sell
9,230
-310
-3% -$10.2K 0.09% 133
2017
Q2 		$320K Hold
9,540
– – 0.1% 131
2017
Q1 		$324K Sell
9,540
-625
-6% -$20.3K 0.1% 123
2016
Q4 		$306K Sell
10,165
-2,490
-20% -$76.7K 0.1% 127
2016
Q3 		$404K Hold
12,655
– – 0.13% 126
2016
Q2 		$377K Sell
12,655
-575
-4% -$17.7K 0.12% 126
2016
Q1 		$410K Sell
13,230
-780
-6% -$20.8K 0.15% 119
2015
Q4 		$420K Hold
14,010
– – 0.15% 115
2015
Q3 		$383K Sell
14,010
-1,400
-9% -$41.3K 0.13% 121
2015
Q2 		$485K Sell
15,410
-275
-2% -$8.84K 0.15% 121
2015
Q1 		$520K Sell
15,685
-350
-2% -$12.3K 0.15% 118
2014
Q4 		$575K Sell
16,035
-290
-2% -$9.96K 0.16% 113
2014
Q3 		$520K Hold
16,325
– – 0.15% 120
2014
Q2 		$540K Sell
16,325
-155
-0.9% -$4.69K 0.15% 119
2014
Q1 		$484K Hold
16,480
– – 0.15% 119
2013
Q4 		$520K Sell
16,480
-2,185
-12% -$65.4K 0.16% 112
2013
Q3 		$534K Sell
18,665
-1,110
-6% -$31.4K 0.18% 105
2013
Q2 		$563K Buy
+19,775
New +$598K 0.19% 104

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Financial Services of The Southwest's WY Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest held its Weyerhaeuser (WY) position steady in Q4 2019 at 7,765 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #136.

Fiduciary Financial Services of The Southwest first reported a position in WY in Q2 2013 and has held it in 26 quarters since. The position peaked at $575K in Q4 2014. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 7,765 shares of Weyerhaeuser worth $235K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest left its Weyerhaeuser share count unchanged in Q4 2019.
  • Weyerhaeuser made up 0.06% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #136 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Weyerhaeuser in Q2 2013 and has held it in 26 quarters since.
  • Fiduciary Financial Services of The Southwest's Weyerhaeuser position peaked at $575K in Q4 2014.
  • 934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.