LA
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Legacy Advisors’s Weyerhaeuser WY Stock Holding History

Legacy Advisors’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
2018
Q4 		– Sell
-576
Closed -$19K – 401
2018
Q3 		$19K Hold
576
– – 0.01% 305
2018
Q2 		$21K Hold
576
– – 0.02% 253
2018
Q1 		$21K Hold
576
– – 0.02% 214
2017
Q4 		$20K Hold
576
– – 0.02% 193
2017
Q3 		$19K Hold
576
– – 0.02% 168
2017
Q2 		$19K Hold
576
– – 0.02% 137
2017
Q1 		$19K Hold
576
– – 0.03% 130
2016
Q4 		$17K Buy
+576
New +$17.8K 0.02% 152

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return