Lehman Financial Resources’s Weyerhaeuser WY Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-755	Closed	-$20K	–	357
2015 Q3	$20K	Buy	755 +500	+196%	+$14.8K	0.01%	250
2015 Q2	$8K	Hold	255	–	–	﹤0.01%	331
2015 Q1	$8K	Hold	255	–	–	﹤0.01%	331
2014 Q4	$9K	Hold	255	–	–	﹤0.01%	307
2014 Q3	$8K	Hold	255	–	–	﹤0.01%	324
2014 Q2	$8K	Hold	255	–	–	﹤0.01%	309
2014 Q1	$7K	Hold	255	–	–	﹤0.01%	318
2013 Q4	$8K	Hold	255	–	–	﹤0.01%	294
2013 Q3	$7K	Hold	255	–	–	﹤0.01%	292
2013 Q2	$7K	Buy	+255	New	+$7.71K	﹤0.01%	261

Other funds holding WY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lehman Financial Resources's WY Position: Q4 2015 in Review

Lehman Financial Resources sold out of Weyerhaeuser (WY) in Q4 2015, closing a stake of 755 shares — an estimated $20K sold.

Lehman Financial Resources first reported a position in WY in Q2 2013 and held it in 10 quarters. The position peaked at $20K in Q3 2015. 601 funds tracked by Wall St. Rank hold WY as of Q4 2015.

Lehman Financial Resources reported no remaining Weyerhaeuser position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 755 Weyerhaeuser shares in Q4 2015, an estimated $20K.
Lehman Financial Resources first reported a position in Weyerhaeuser in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Weyerhaeuser position peaked at $20K in Q3 2015.
601 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.