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Regal Investment Advisors’s Weyerhaeuser WY Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-151
Closed -$4K – 887
2015
Q3 		$4K Buy
+151
New +$4.46K ﹤0.01% 850
2014
Q1 		– Sell
-60
Closed -$2K – 945
2013
Q4 		$2K Hold
60
– – ﹤0.01% 771
2013
Q3 		$2K Buy
+60
New +$1.7K ﹤0.01% 809

Other funds holding WY

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's WY Position: Q4 2015 in Review

Regal Investment Advisors sold out of Weyerhaeuser (WY) in Q4 2015, closing a stake of 151 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in WY in Q3 2013 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 600 funds tracked by Wall St. Rank hold WY as of Q4 2015.

  • Regal Investment Advisors reported no remaining Weyerhaeuser position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 151 Weyerhaeuser shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Weyerhaeuser in Q3 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Weyerhaeuser position peaked at $4K in Q3 2015.
  • 600 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.