New Capital Management’s Weyerhaeuser WY Stock Holding History

New Capital 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 Q2	–	Sell	-202	Closed	-$7K	–	149
2018 Q1	$7K	Buy	+202	New	+$7.13K	0.02%	132

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Capital Management's WY Position: Q2 2018 in Review

New Capital Management sold out of Weyerhaeuser (WY) in Q2 2018, closing a stake of 202 shares — an estimated $7K sold.

New Capital Management first reported a position in WY in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

New Capital Management reported no remaining Weyerhaeuser position as of Q2 2018 after selling out during the quarter.
New Capital Management sold 202 Weyerhaeuser shares in Q2 2018, an estimated $7K.
New Capital Management first reported a position in Weyerhaeuser in Q1 2018 and held it in 1 quarter.
New Capital Management's Weyerhaeuser position peaked at $7K in Q1 2018.
983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on New Capital Management's 13F filing for Q2 2018, filed 9 Jul 2018.