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Merriman Wealth Management’s Weyerhaeuser WY Stock Holding History

Merriman Wealth Management’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
Q1 		– Sell
-74,265
Closed -$2.62M – 208
2017
Q4 		$2.62M Sell
74,265
-26,279
-26% -$930K 0.64% 43
2017
Q3 		$3.42M Sell
100,544
-14,395
-13% -$473K 0.81% 34
2017
Q2 		$3.85M Sell
114,939
-7,497
-6% -$252K 1.07% 32
2017
Q1 		$4.16M Buy
122,436
+42,870
+54% +$1.39M 1.01% 32
2016
Q4 		$2.39M Sell
79,566
-602
-0.8% -$18.6K 0.65% 39
2016
Q3 		$2.56M Sell
80,168
-842
-1% -$26.6K 0.53% 57
2016
Q2 		$2.41M Buy
+81,010
New +$2.49M 0.68% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Merriman Wealth Management's WY Position: Q1 2018 in Review

Merriman Wealth Management sold out of Weyerhaeuser (WY) in Q1 2018, closing a stake of 74,265 shares — an estimated $2.62M sold.

Merriman Wealth Management first reported a position in WY in Q2 2016 and held it in 7 quarters. The position peaked at $4.16M in Q1 2017. 964 funds tracked by Wall St. Rank hold WY as of Q1 2018.

  • Merriman Wealth Management reported no remaining Weyerhaeuser position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 74,265 Weyerhaeuser shares in Q1 2018, an estimated $2.62M.
  • Merriman Wealth Management first reported a position in Weyerhaeuser in Q2 2016 and held it in 7 quarters.
  • Merriman Wealth Management's Weyerhaeuser position peaked at $4.16M in Q1 2017.
  • 964 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.