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Independent Portfolio Consultants’s Weyerhaeuser WY Stock Holding History

Independent Portfolio Consultants’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 		$95K Sell
2,822
-1,350
-32% -$45.4K 0.04% 418
2017
Q1 		$142K Sell
4,172
-926
-18% -$30.1K 0.05% 385
2016
Q4 		$153K Sell
5,098
-1,828
-26% -$56.3K 0.05% 369
2016
Q3 		$221K Sell
6,926
-335
-5% -$10.6K 0.07% 305
2016
Q2 		$216K Sell
7,261
-30
-0.4% -$923 0.07% 313
2016
Q1 		$226K Buy
7,291
+5,870
+413% +$157K 0.06% 320
2015
Q4 		$43K Hold
1,421
– – 0.01% 593
2015
Q3 		$39K Sell
1,421
-285
-17% -$8.41K 0.01% 615
2015
Q2 		$54K Sell
1,706
-202
-11% -$6.49K 0.01% 617
2015
Q1 		$63K Sell
1,908
-1,038
-35% -$36.3K 0.01% 577
2014
Q4 		$106K Buy
2,946
+140
+5% +$4.81K 0.02% 491
2014
Q3 		$89K Buy
2,806
+436
+18% +$14.3K 0.02% 568
2014
Q2 		$78K Buy
+2,370
New +$71.6K 0.02% 562

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Independent Portfolio Consultants's WY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Weyerhaeuser (WY) stake by 32% in Q2 2017, selling an estimated $45.4K and leaving 2,822 shares worth $95K. The position accounts for 0.04% of the portfolio, ranked #418.

Independent Portfolio Consultants first reported a position in WY in Q2 2014 and has held it in 13 quarters since. The position peaked at $226K in Q1 2016. 886 funds tracked by Wall St. Rank hold WY as of Q2 2017.

  • Independent Portfolio Consultants held 2,822 shares of Weyerhaeuser worth $95K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,350 Weyerhaeuser shares in Q2 2017, an estimated $45.4K.
  • Weyerhaeuser made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #418 holding.
  • Independent Portfolio Consultants first reported a position in Weyerhaeuser in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Weyerhaeuser position peaked at $226K in Q1 2016.
  • 886 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.