GW
WY icon

GW & Wade’s Weyerhaeuser WY Stock Holding History

GW & Wade’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
Q2 		– Sell
-15,236
Closed -$518K – 243
2017
Q1 		$518K Buy
15,236
+7,839
+106% +$255K 0.07% 135
2016
Q4 		$223K Sell
7,397
-8,531
-54% -$263K 0.04% 207
2016
Q3 		$509K Buy
15,928
+271
+2% +$8.57K 0.09% 121
2016
Q2 		$466K Hold
15,657
– – 0.08% 145
2016
Q1 		$485K Buy
15,657
+7,397
+90% +$198K 0.09% 124
2015
Q4 		$248K Sell
8,260
-4,125
-33% -$124K 0.05% 176
2015
Q3 		$339K Buy
12,385
+180
+1% +$5.31K 0.08% 147
2015
Q2 		$384K Buy
12,205
+539
+5% +$17.3K 0.08% 163
2015
Q1 		$387K Buy
+11,666
New +$408K 0.07% 164

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GW & Wade's WY Position: Q2 2017 in Review

GW & Wade sold out of Weyerhaeuser (WY) in Q2 2017, closing a stake of 15,236 shares — an estimated $518K sold.

GW & Wade first reported a position in WY in Q1 2015 and held it in 9 quarters. The position peaked at $518K in Q1 2017. 886 funds tracked by Wall St. Rank hold WY as of Q2 2017.

  • GW & Wade reported no remaining Weyerhaeuser position as of Q2 2017 after selling out during the quarter.
  • GW & Wade sold 15,236 Weyerhaeuser shares in Q2 2017, an estimated $518K.
  • GW & Wade first reported a position in Weyerhaeuser in Q1 2015 and held it in 9 quarters.
  • GW & Wade's Weyerhaeuser position peaked at $518K in Q1 2017.
  • 886 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2017.

Based on GW & Wade's 13F filing for Q2 2017, filed 11 Aug 2017.