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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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's WY Position: Q4 2018 in Review

Legacy Advisors sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 576 shares — an estimated $19K sold.

Legacy Advisors first reported a position in WY in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q2 2018. 913 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Legacy Advisors reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 576 Weyerhaeuser shares in Q4 2018, an estimated $19K.
  • Legacy Advisors first reported a position in Weyerhaeuser in Q4 2016 and held it in 8 quarters.
  • Legacy Advisors's Weyerhaeuser position peaked at $21K in Q2 2018.
  • 913 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.