Integrated Wealth Management (Palm Desert)’s Weyerhaeuser WY Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$279K	Buy	8,211 +3	+0%	+$98	0.09%	194
2016 Q4	$247K	Buy	8,208 +3	+0%	+$92	0.09%	200
2016 Q3	$262K	Sell	8,205 -34	-0.4%	-$1.07K	0.09%	180
2016 Q2	$245K	Buy	8,239 +3,804	+86%	+$117K	0.09%	187
2016 Q1	$137K	Buy	4,435 +2,671	+151%	+$71.3K	0.06%	245
2015 Q4	$53K	Buy	1,764 +1,063	+152%	+$32.1K	0.02%	382
2015 Q3	$19K	Sell	701 -174	-20%	-$5.13K	0.01%	599
2015 Q2	$28K	Buy	875 +444	+103%	+$14.3K	0.01%	518
2015 Q1	$14K	Buy	+431	New	+$15.1K	0.01%	686

Other funds holding WY

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WY Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Weyerhaeuser (WY) stake by 0.04% in Q1 2017, buying an estimated $98 and bringing the position to 8,211 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #194.

Integrated Wealth Management (Palm Desert) first reported a position in WY in Q1 2015 and has held it in 9 quarters since. 904 funds tracked by Wall St. Rank hold WY as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 8,211 shares of Weyerhaeuser worth $279K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 3 Weyerhaeuser shares in Q1 2017, an estimated $98.
Weyerhaeuser made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #194 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Weyerhaeuser in Q1 2015 and has held it in 9 quarters since.
904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.