RPg Family Wealth Advisory’s Weyerhaeuser WY Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-400	Closed	-$14K	–	293
2018 Q1	$14K	Hold	400	–	–	0.01%	217
2017 Q4	$14.1K	Hold	400	–	–	0.01%	238
2017 Q3	$13.6K	Sell	400 -148	-27%	-$4.86K	0.01%	247
2017 Q2	$18.4K	Buy	+548	New	+$18.4K	0.02%	245
2016 Q2	–	Sell	-593	Closed	-$18.4K	–	282
2016 Q1	$18.4K	Buy	+593	New	+$15.8K	0.01%	199

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RPg Family Wealth Advisory's WY Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Weyerhaeuser (WY) in Q2 2018, closing a stake of 400 shares — an estimated $14K sold.

RPg Family Wealth Advisory first reported a position in WY in Q1 2016 and held it in 5 quarters. The position peaked at $18.4K in Q1 2016. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

RPg Family Wealth Advisory reported no remaining Weyerhaeuser position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 400 Weyerhaeuser shares in Q2 2018, an estimated $14K.
RPg Family Wealth Advisory first reported a position in Weyerhaeuser in Q1 2016 and held it in 5 quarters.
RPg Family Wealth Advisory's Weyerhaeuser position peaked at $18.4K in Q1 2016.
983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.