JFS Wealth Advisors’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

JFS Wealth Advisors’s Portfolio PCL Stock Details PCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4,635	Closed	-$221K	–	678
2015 Q4	$221K	Buy	4,635 +3,892	+524%	+$177K	0.06%	125
2015 Q3	$29K	Hold	743	–	–	0.01%	248
2015 Q2	$30K	Hold	743	–	–	0.02%	229
2015 Q1	$32K	Hold	743	–	–	0.02%	225
2014 Q4	$32K	Hold	743	–	–	0.01%	241
2014 Q3	$29K	Hold	743	–	–	0.01%	232
2014 Q2	$34K	Buy	+743	New	+$32.3K	0.01%	223

Other funds holding PCL

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CCC

Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

JFS Wealth Advisors's PCL Position: Q1 2016 in Review

JFS Wealth Advisors sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 4,635 shares — an estimated $221K sold.

JFS Wealth Advisors first reported a position in PCL in Q2 2014 and held it in 7 quarters. The position peaked at $221K in Q4 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

JFS Wealth Advisors reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
JFS Wealth Advisors sold 4,635 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $221K.
JFS Wealth Advisors first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2014 and held it in 7 quarters.
JFS Wealth Advisors's PLUM CREEK TIMBER CO (REIT) position peaked at $221K in Q4 2015.
4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.