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FinTrust Investment Advisory Services’s Weyerhaeuser WY Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$217K Sell
6,187
-350
-5% -$12.4K 0.2% 110
2017
Q4 		$230K Sell
6,537
-800
-11% -$28.3K 0.2% 101
2017
Q3 		$250K Buy
+7,337
New +$241K 0.24% 90

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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinTrust Investment Advisory Services's WY Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Weyerhaeuser (WY) stake by 5.4% in Q1 2018, selling an estimated $12.4K and leaving 6,187 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #110.

FinTrust Investment Advisory Services first reported a position in WY in Q3 2017 and has held it in 3 quarters since. The position peaked at $250K in Q3 2017. 965 funds tracked by Wall St. Rank hold WY as of Q1 2018.

  • FinTrust Investment Advisory Services held 6,187 shares of Weyerhaeuser worth $217K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 350 Weyerhaeuser shares in Q1 2018, an estimated $12.4K.
  • Weyerhaeuser made up 0.2% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #110 holding.
  • FinTrust Investment Advisory Services first reported a position in Weyerhaeuser in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Weyerhaeuser position peaked at $250K in Q3 2017.
  • 965 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.