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Integrated Wealth Counsel’s Weyerhaeuser WY Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$48K Hold
1,600
– – 0.1% 75
2016
Q3 		$51K Hold
1,600
– – 0.11% 70
2016
Q2 		$48K Hold
1,600
– – 0.11% 46
2016
Q1 		$50K Buy
+1,600
New +$42.7K 0.11% 46

Other funds holding WY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Integrated Wealth Counsel's WY Position: Q4 2016 in Review

Integrated Wealth Counsel held its Weyerhaeuser (WY) position steady in Q4 2016 at 1,600 shares worth $48K. The position accounts for 0.1% of the portfolio, ranked #75.

Integrated Wealth Counsel first reported a position in WY in Q1 2016 and has held it in 4 quarters since. The position peaked at $51K in Q3 2016. 894 funds tracked by Wall St. Rank hold WY as of Q4 2016.

  • Integrated Wealth Counsel held 1,600 shares of Weyerhaeuser worth $48K as of Q4 2016.
  • Integrated Wealth Counsel left its Weyerhaeuser share count unchanged in Q4 2016.
  • Weyerhaeuser made up 0.1% of Integrated Wealth Counsel's portfolio in Q4 2016, its #75 holding.
  • Integrated Wealth Counsel first reported a position in Weyerhaeuser in Q1 2016 and has held it in 4 quarters since.
  • Integrated Wealth Counsel's Weyerhaeuser position peaked at $51K in Q3 2016.
  • 894 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.