Gideon Capital Advisors’s Weyerhaeuser WY Stock Holding History

Gideon Capital Advisors’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	-7,381	Closed	-$238K	–	527
2018 Q3	$238K	Buy	+7,381	New	+$256K	0.11%	288
2016 Q3	–	Sell	-15,639	Closed	-$466K	–	289
2016 Q2	$466K	Buy	+15,639	New	+$481K	0.27%	106
2016 Q1	–	Sell	-51,005	Closed	-$1.53M	–	242
2015 Q4	$1.53M	Buy	51,005 +18,234	+56%	+$550K	1.11%	19
2015 Q3	$896K	Sell	32,771 -17,381	-35%	-$513K	0.52%	74
2015 Q2	$1.58M	Buy	50,152 +954	+2%	+$30.7K	0.65%	51
2015 Q1	$1.63M	Buy	49,198 +37,286	+313%	+$1.31M	0.66%	53
2014 Q4	$428K	Buy	+11,912	New	+$409K	0.2%	131
2014 Q2	–	Sell	-14,021	Closed	-$412K	–	328
2014 Q1	$412K	Buy	+14,021	New	+$422K	0.23%	132

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return