MWPCG
WY icon

Measured Wealth Private Client Group’s Weyerhaeuser WY Stock Holding History

Measured Wealth Private Client Group’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
-790
Closed -$25K – 720
2018
Q3 		$25K Buy
+790
New +$27.4K 0.02% 492

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

Measured Wealth Private Client Group's WY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 790 shares — an estimated $25K sold.

Measured Wealth Private Client Group first reported a position in WY in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 790 Weyerhaeuser shares in Q4 2018, an estimated $25K.
  • Measured Wealth Private Client Group first reported a position in Weyerhaeuser in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Weyerhaeuser position peaked at $25K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.