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Rothschild Capital Partners’s Weyerhaeuser WY Stock Holding History

Rothschild Capital Partners’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
2016
Q4 		– Sell
-56,125
Closed -$1.79M – 76
2016
Q3 		$1.79M Buy
+56,125
New +$1.77M 0.65% 48

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BlackRock New York $5.72T 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rothschild Capital Partners's WY Position: Q4 2016 in Review

Rothschild Capital Partners sold out of Weyerhaeuser (WY) in Q4 2016, closing a stake of 56,125 shares — an estimated $1.79M sold.

Rothschild Capital Partners first reported a position in WY in Q3 2016 and held it in 1 quarter. The position peaked at $1.79M in Q3 2016. 893 funds tracked by Wall St. Rank hold WY as of Q4 2016.

  • Rothschild Capital Partners reported no remaining Weyerhaeuser position as of Q4 2016 after selling out during the quarter.
  • Rothschild Capital Partners sold 56,125 Weyerhaeuser shares in Q4 2016, an estimated $1.79M.
  • Rothschild Capital Partners first reported a position in Weyerhaeuser in Q3 2016 and held it in 1 quarter.
  • Rothschild Capital Partners's Weyerhaeuser position peaked at $1.79M in Q3 2016.
  • 893 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2016.

Based on Rothschild Capital Partners's 13F filing for Q4 2016, filed 30 Jan 2017.