Partnervest Advisory Services’s Weyerhaeuser WY Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-983	Closed	-$33K	–	815
2014 Q2	$33K	Buy	983 +326	+50%	+$9.86K	0.01%	438
2014 Q1	$19K	Sell	657 -322	-33%	-$9.69K	0.01%	518
2013 Q4	$31K	Buy	979 +509	+108%	+$15.2K	0.01%	403
2013 Q3	$13K	Buy	470 +170	+57%	+$4.81K	0.01%	598
2013 Q2	$9K	Buy	+300	New	+$9.07K	﹤0.01%	629

Other funds holding WY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnervest Advisory Services's WY Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Weyerhaeuser (WY) in Q3 2014, closing a stake of 983 shares — an estimated $33K sold.

Partnervest Advisory Services first reported a position in WY in Q2 2013 and held it in 5 quarters. The position peaked at $33K in Q2 2014. 581 funds tracked by Wall St. Rank hold WY as of Q3 2014.

Partnervest Advisory Services reported no remaining Weyerhaeuser position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 983 Weyerhaeuser shares in Q3 2014, an estimated $33K.
Partnervest Advisory Services first reported a position in Weyerhaeuser in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Weyerhaeuser position peaked at $33K in Q2 2014.
581 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.