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Personal Capital Advisors’s Weyerhaeuser WY Stock Holding History

Personal Capital 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
2014
Q3 		– Sell
-152,012
Closed -$5.03M – 136
2014
Q2 		$5.03M Buy
152,012
+37,161
+32% +$1.12M 0.83% 39
2014
Q1 		$3.37M Buy
114,851
+34,422
+43% +$1.04M 0.76% 67
2013
Q4 		$2.54M Buy
+80,429
New +$2.41M 0.8% 59

Other funds holding WY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's WY Position: Q3 2014 in Review

Personal Capital Advisors sold out of Weyerhaeuser (WY) in Q3 2014, closing a stake of 152,012 shares — an estimated $5.03M sold.

Personal Capital Advisors first reported a position in WY in Q4 2013 and held it in 3 quarters. The position peaked at $5.03M in Q2 2014. 581 funds tracked by Wall St. Rank hold WY as of Q3 2014.

  • Personal Capital Advisors reported no remaining Weyerhaeuser position as of Q3 2014 after selling out during the quarter.
  • Personal Capital Advisors sold 152,012 Weyerhaeuser shares in Q3 2014, an estimated $5.03M.
  • Personal Capital Advisors first reported a position in Weyerhaeuser in Q4 2013 and held it in 3 quarters.
  • Personal Capital Advisors's Weyerhaeuser position peaked at $5.03M in Q2 2014.
  • 581 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2014.

Based on Personal Capital Advisors's 13F filing for Q3 2014, filed 2 Oct 2014.