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Mariner Wealth Advisors (Madison)’s Weyerhaeuser WY Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$10.4M Buy
364,211
+5,690
+2% +$161K 4.2% 7
2013
Q2 		$10.2M Buy
+358,521
New +$10.8M 4.54% 7

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s WY Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Weyerhaeuser (WY) stake by 1.6% in Q3 2013, buying an estimated $161K and bringing the position to 364,211 shares worth $10.4M. The position accounts for 4.2% of the portfolio, ranked #7.

Mariner Wealth Advisors (Madison) first reported a position in WY in Q2 2013 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold WY as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 364,211 shares of Weyerhaeuser worth $10.4M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 5,690 Weyerhaeuser shares in Q3 2013, an estimated $161K.
  • Weyerhaeuser made up 4.2% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #7 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Weyerhaeuser in Q2 2013 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.