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NEPWA
New England Private Wealth Advisors’s
Weyerhaeuser
WY
Stock Holding History
New England Private Wealth Advisors’s Portfolio
WY Stock Details
WY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-11,162
Closed
-$309K
–
164
2019
Q3
$309K
Buy
11,162
+62
+0.6%
+$1.62K
0.08%
113
2019
Q2
$292K
Buy
11,100
+66
+0.6%
+$1.68K
0.07%
118
2019
Q1
$290K
Buy
11,034
+66
+0.6%
+$1.66K
0.08%
116
2018
Q4
$240K
Sell
10,968
-2,277
-17%
-$60.6K
0.07%
120
2018
Q3
$427K
Hold
13,245
–
–
0.11%
98
2018
Q2
$482K
Buy
13,245
+45
+0.3%
+$1.65K
0.14%
88
2018
Q1
$462K
Buy
13,200
+46
+0.3%
+$1.62K
0.13%
92
2017
Q4
$463K
Buy
13,154
+44
+0.3%
+$1.56K
0.13%
90
2017
Q3
$447K
Sell
13,110
-82
-0.6%
-$2.69K
0.13%
87
2017
Q2
$443K
Buy
13,192
+2,567
+24%
+$86.4K
0.14%
88
2017
Q1
$360K
Buy
10,625
+42
+0.4%
+$1.37K
0.12%
92
2016
Q4
$318K
Buy
10,583
+45
+0.4%
+$1.39K
0.11%
94
2016
Q3
$336K
Buy
10,538
+43
+0.4%
+$1.36K
0.12%
88
2016
Q2
$312K
Buy
10,495
+50
+0.5%
+$1.54K
0.12%
86
2016
Q1
$324K
Buy
+10,445
New
+$279K
0.13%
85
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1-Year Est. Return
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$59B AUM
32.99%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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