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Gary Goldberg Planning Services’s Weyerhaeuser WY Stock Holding History

Gary Goldberg Planning 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
2013
Q3 		– Sell
-450
Closed -$13K – 377
2013
Q2 		$13K Buy
+450
New +$13.6K 0.01% 283

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gary Goldberg Planning Services's WY Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Weyerhaeuser (WY) in Q3 2013, closing a stake of 450 shares — an estimated $13K sold.

Gary Goldberg Planning Services first reported a position in WY in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 584 funds tracked by Wall St. Rank hold WY as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Weyerhaeuser position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 450 Weyerhaeuser shares in Q3 2013, an estimated $13K.
  • Gary Goldberg Planning Services first reported a position in Weyerhaeuser in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Weyerhaeuser position peaked at $13K in Q2 2013.
  • 584 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.