FC
WY icon

Fulcrum Capital’s Weyerhaeuser WY Stock Holding History

Fulcrum Capital’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
Q4 		– Sell
-97,110
Closed -$3.13M – 63
2018
Q3 		$3.13M Buy
97,110
+3,923
+4% +$136K 1.22% 34
2018
Q2 		$0 Buy
93,187
+5,487
+6% +$201K ﹤0.01% 67
2018
Q1 		$3.07M Buy
87,700
+5,994
+7% +$212K 1% 34
2017
Q4 		$2.88M Buy
+81,706
New +$2.89M 0.93% 37

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $860B AUM 41.15% 1-Year Est. Return

Fulcrum Capital's WY Position: Q4 2018 in Review

Fulcrum Capital sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 97,110 shares — an estimated $3.13M sold.

Fulcrum Capital first reported a position in WY in Q4 2017 and held it in 4 quarters. The position peaked at $3.13M in Q3 2018. 913 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Fulcrum Capital reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Fulcrum Capital sold 97,110 Weyerhaeuser shares in Q4 2018, an estimated $3.13M.
  • Fulcrum Capital first reported a position in Weyerhaeuser in Q4 2017 and held it in 4 quarters.
  • Fulcrum Capital's Weyerhaeuser position peaked at $3.13M in Q3 2018.
  • 913 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Fulcrum Capital's 13F filing for Q4 2018, filed 12 Feb 2019.