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Lowe Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Lowe Wealth 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
-128
Closed -$4K – 308
2018
Q3 		$4K Buy
+128
New +$4.44K ﹤0.01% 218
2016
Q3 		– Sell
-117
Closed -$3K – 255
2016
Q2 		$3K Buy
+117
New +$3.6K ﹤0.01% 190

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

Lowe Wealth Advisors's WY Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 128 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in WY in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Lowe Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 128 Weyerhaeuser shares in Q4 2018, an estimated $4K.
  • Lowe Wealth Advisors first reported a position in Weyerhaeuser in Q2 2016 and held it in 2 quarters.
  • Lowe Wealth Advisors's Weyerhaeuser position peaked at $4K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.