FWM
WY icon

Frontier Wealth Management’s Weyerhaeuser WY Stock Holding History

Frontier Wealth Management’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
-6,491
Closed -$221K – 408
2017
Q3 		$221K Buy
+6,491
New +$213K 0.03% 345
2016
Q4 		– Sell
-8,177
Closed -$261K – 416
2016
Q3 		$261K Sell
8,177
-14,932
-65% -$472K 0.04% 302
2016
Q2 		$688K Sell
23,109
-3,175
-12% -$97.6K 0.11% 171
2016
Q1 		$814K Buy
26,284
+1,623
+7% +$43.3K 0.07% 160
2015
Q4 		$739K Buy
24,661
+3,693
+18% +$111K 0.12% 161
2015
Q3 		$573K Buy
20,968
+11,153
+114% +$329K 0.09% 189
2015
Q2 		$309K Buy
+9,815
New +$316K 0.05% 254

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Frontier Wealth Management's WY Position: Q4 2017 in Review

Frontier Wealth Management sold out of Weyerhaeuser (WY) in Q4 2017, closing a stake of 6,491 shares — an estimated $221K sold.

Frontier Wealth Management first reported a position in WY in Q2 2015 and held it in 7 quarters. The position peaked at $814K in Q1 2016. 971 funds tracked by Wall St. Rank hold WY as of Q4 2017.

  • Frontier Wealth Management reported no remaining Weyerhaeuser position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 6,491 Weyerhaeuser shares in Q4 2017, an estimated $221K.
  • Frontier Wealth Management first reported a position in Weyerhaeuser in Q2 2015 and held it in 7 quarters.
  • Frontier Wealth Management's Weyerhaeuser position peaked at $814K in Q1 2016.
  • 971 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.