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O'Brien Wealth Partners’s Weyerhaeuser WY Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-368
Closed -$12K – 205
2018
Q3 		$12K Buy
+368
New +$12.8K 0.01% 124
2018
Q2 		– Sell
-368
Closed -$13K – 180
2018
Q1 		$13K Buy
+368
New +$13K 0.01% 109

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's WY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 368 shares — an estimated $12K sold.

O'Brien Wealth Partners first reported a position in WY in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 913 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 368 Weyerhaeuser shares in Q4 2018, an estimated $12K.
  • O'Brien Wealth Partners first reported a position in Weyerhaeuser in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Weyerhaeuser position peaked at $13K in Q1 2018.
  • 913 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.