JWM
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Jacobus Wealth Management’s Weyerhaeuser WY Stock Holding History

Jacobus Wealth Management’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
Q3 		$281K Hold
8,249
– – 0.07% 136
2017
Q2 		$276K Buy
+8,249
New +$278K 0.07% 137
2016
Q4 		– Sell
-8,000
Closed -$256K – 226
2016
Q3 		$256K Hold
8,000
– – 0.07% 154
2016
Q2 		$238K Sell
8,000
-1,000
-11% -$30.8K 0.07% 156
2016
Q1 		$279K Buy
+9,000
New +$240K 0.08% 175

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jacobus Wealth Management's WY Position: Q3 2017 in Review

Jacobus Wealth Management held its Weyerhaeuser (WY) position steady in Q3 2017 at 8,249 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #136.

Jacobus Wealth Management first reported a position in WY in Q1 2016 and has held it in 5 quarters since. 915 funds tracked by Wall St. Rank hold WY as of Q3 2017.

  • Jacobus Wealth Management held 8,249 shares of Weyerhaeuser worth $281K as of Q3 2017.
  • Jacobus Wealth Management left its Weyerhaeuser share count unchanged in Q3 2017.
  • Weyerhaeuser made up 0.07% of Jacobus Wealth Management's portfolio in Q3 2017, its #136 holding.
  • Jacobus Wealth Management first reported a position in Weyerhaeuser in Q1 2016 and has held it in 5 quarters since.
  • 915 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.