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Kelman-Lazarov Inc’s Weyerhaeuser WY Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-1,000
Closed -$30.1K – 261
2016
Q4 		$30.1K Hold
1,000
– – 0.02% 199
2016
Q3 		$31K Hold
1,000
– – 0.02% 216
2016
Q2 		$30.1K Hold
1,000
– – 0.02% 204
2016
Q1 		$31K Buy
+1,000
New +$26.7K 0.02% 215

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kelman-Lazarov Inc's WY Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Weyerhaeuser (WY) in Q1 2017, closing a stake of 1,000 shares — an estimated $30.1K sold.

Kelman-Lazarov Inc first reported a position in WY in Q1 2016 and held it in 4 quarters. The position peaked at $31K in Q3 2016. 904 funds tracked by Wall St. Rank hold WY as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Weyerhaeuser position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,000 Weyerhaeuser shares in Q1 2017, an estimated $30.1K.
  • Kelman-Lazarov Inc first reported a position in Weyerhaeuser in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Weyerhaeuser position peaked at $31K in Q3 2016.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.