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OTA Financial Group’s Weyerhaeuser WY Stock Holding History

OTA Financial Group’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
2014
Q1 		$2.06M Buy
70,112
+46,208
+193% +$1.39M 1.96% 12
2013
Q4 		$754 Sell
23,904
-55,319
-70% -$1.66M 0.47% 28
2013
Q3 		$2.27K Buy
+79,223
New +$2.24M 1.27% 12

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $59B AUM 32.99% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OTA Financial Group's WY Position: Q1 2014 in Review

OTA Financial Group increased its Weyerhaeuser (WY) stake by 193% in Q1 2014, buying an estimated $1.39M and bringing the position to 70,112 shares worth $2.06M. The position accounts for 1.96% of the portfolio, ranked #12.

OTA Financial Group first reported a position in WY in Q3 2013 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WY as of Q1 2014.

  • OTA Financial Group held 70,112 shares of Weyerhaeuser worth $2.06M as of Q1 2014.
  • OTA Financial Group bought 46,208 Weyerhaeuser shares in Q1 2014, an estimated $1.39M.
  • Weyerhaeuser made up 1.96% of OTA Financial Group's portfolio in Q1 2014, its #12 holding.
  • OTA Financial Group first reported a position in Weyerhaeuser in Q3 2013 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.