OWP
WY icon

Obermeyer Wealth Partners’s Weyerhaeuser WY Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-733
Closed -$21K – 288
2013
Q2 		$21K Buy
+733
New +$22.2K 0.01% 196

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Obermeyer Wealth Partners's WY Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Weyerhaeuser (WY) in Q3 2013, closing a stake of 733 shares — an estimated $21K sold.

Obermeyer Wealth Partners first reported a position in WY in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 584 funds tracked by Wall St. Rank hold WY as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Weyerhaeuser position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 733 Weyerhaeuser shares in Q3 2013, an estimated $21K.
  • Obermeyer Wealth Partners first reported a position in Weyerhaeuser in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Weyerhaeuser position peaked at $21K in Q2 2013.
  • 584 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.