Marketfield Asset Management’s Weyerhaeuser WY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-188,339	Closed	-$5.67M	–	44
2016 Q4	$5.67M	Sell	188,339 -62,376	-25%	-$1.88M	1.12%	38
2016 Q3	$8.01M	Sell	250,715 -135,317	-35%	-$4.32M	1.09%	34
2016 Q2	$11.5M	Sell	386,032 -80,968	-17%	-$2.41M	0.5%	38
2016 Q1	$14.5M	Buy	+467,000	New	+$14.5M	1.94%	25