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Otter Creek Advisors’s Weyerhaeuser WY Stock Holding History

Otter Creek Advisors’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
Q1 		– Sell
-314,576
Closed -$11.1M – 137
2017
Q4 		$11.1M Sell
314,576
-205,380
-39% -$7.27M 3.94% 24
2017
Q3 		$17.7M Buy
519,956
+52,454
+11% +$1.72M 5.37% 6
2017
Q2 		$15.7M Sell
467,502
-440
-0.1% -$14.8K 4.91% 7
2017
Q1 		$15.9M Sell
467,942
-25,775
-5% -$838K 5.21% 8
2016
Q4 		$14.9M Buy
493,717
+253,849
+106% +$7.82M 4.03% 15
2016
Q3 		$7.66M Buy
239,868
+67,172
+39% +$2.12M 2.42% 42
2016
Q2 		$5.14M Buy
+172,696
New +$5.31M 2.06% 49
2015
Q1 		$1.99M Buy
+60,000
New +$2.1M 2.33% 31

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return