OWA
PCH

One Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

One Wealth Advisors’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,388
Closed -$62K – 371
2018
Q3 		$62K Sell
1,388
-36
-3% -$1.7K 0.05% 248
2018
Q2 		$72K Buy
1,424
+13
+0.9% +$659 0.06% 227
2018
Q1 		$73K Sell
1,411
-92
-6% -$4.78K 0.06% 214
2017
Q4 		$75K Buy
+1,503
New +$77.6K 0.06% 237

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One Wealth Advisors's PCH Position: Q4 2018 in Review

One Wealth Advisors sold out of PotlatchDeltic (PCH) in Q4 2018, closing a stake of 1,388 shares — an estimated $62K sold.

One Wealth Advisors first reported a position in PCH in Q4 2017 and held it in 4 quarters. The position peaked at $75K in Q4 2017. 241 funds tracked by Wall St. Rank hold PCH as of Q4 2018.

  • One Wealth Advisors reported no remaining PotlatchDeltic position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 1,388 PotlatchDeltic shares in Q4 2018, an estimated $62K.
  • One Wealth Advisors first reported a position in PotlatchDeltic in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's PotlatchDeltic position peaked at $75K in Q4 2017.
  • 241 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.