Nicola Wealth Management’s Weyerhaeuser WY Stock Holding History

Nicola 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
2019 Q3	–	Sell	-132,000	Closed	-$3.48M	–	96
2019 Q2	$3.48M	Hold	132,000	–	–	0.58%	67
2019 Q1	$3.48M	Hold	132,000	–	–	0.52%	70
2018 Q4	$2.89M	Buy	132,000 +42,000	+47%	+$1.12M	0.48%	80
2018 Q3	$2.9M	Hold	90,000	–	–	0.5%	76
2018 Q2	$3.28M	Hold	90,000	–	–	0.64%	60
2018 Q1	$3.15M	Buy	+90,000	New	+$3.18M	0.63%	64

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

American Century Companies Kansas City, Missouri $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

Nicola Wealth Management's WY Position: Q3 2019 in Review

Nicola Wealth Management sold out of Weyerhaeuser (WY) in Q3 2019, closing a stake of 132,000 shares — an estimated $3.48M sold.

Nicola Wealth Management first reported a position in WY in Q1 2018 and held it in 6 quarters. The position peaked at $3.48M in Q2 2019. 879 funds tracked by Wall St. Rank hold WY as of Q3 2019.

Nicola Wealth Management reported no remaining Weyerhaeuser position as of Q3 2019 after selling out during the quarter.
Nicola Wealth Management sold 132,000 Weyerhaeuser shares in Q3 2019, an estimated $3.48M.
Nicola Wealth Management first reported a position in Weyerhaeuser in Q1 2018 and held it in 6 quarters.
Nicola Wealth Management's Weyerhaeuser position peaked at $3.48M in Q2 2019.
879 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2019.

Based on Nicola Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.