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 $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gideon Capital Advisors's WY Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 7,381 shares — an estimated $238K sold.

Gideon Capital Advisors first reported a position in WY in Q1 2014 and held it in 8 quarters. The position peaked at $1.63M in Q1 2015. 913 funds tracked by Wall St. Rank hold WY as of Q4 2018.

Gideon Capital Advisors reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 7,381 Weyerhaeuser shares in Q4 2018, an estimated $238K.
Gideon Capital Advisors first reported a position in Weyerhaeuser in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's Weyerhaeuser position peaked at $1.63M in Q1 2015.
913 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

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