LH
WY icon

Lebenthal Holdings’s Weyerhaeuser WY Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-12,415
Closed -$385K – 398
2016
Q1 		$385K Buy
+12,415
New +$332K 0.07% 272
2015
Q4 		– Sell
-9,805
Closed -$268K – 317
2015
Q3 		$268K Buy
+9,805
New +$289K 0.06% 267
2015
Q2 		– Sell
-6,787
Closed -$225K – 330
2015
Q1 		$225K Sell
6,787
-4
-0.1% -$140 0.05% 276
2014
Q4 		$244K Buy
+6,791
New +$233K 0.11% 191

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 $59B AUM 32.99% 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 $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return