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 $5.7T 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 $280B AUM 33.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return