Sageworth Trust’s Weyerhaeuser WY Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-35	Closed	-$1K	–	199
2017 Q4	$1K	Buy	+35	New	+$1.24K	﹤0.01%	120
2015 Q1	–	Sell	-7,920	Closed	-$284K	–	89
2014 Q4	$284K	Buy	+7,920	New	+$272K	0.09%	79

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Sageworth Trust's WY Position: Q1 2018 in Review

Sageworth Trust sold out of Weyerhaeuser (WY) in Q1 2018, closing a stake of 35 shares — an estimated $1K sold.

Sageworth Trust first reported a position in WY in Q4 2014 and held it in 2 quarters. The position peaked at $284K in Q4 2014. 966 funds tracked by Wall St. Rank hold WY as of Q1 2018.

Sageworth Trust reported no remaining Weyerhaeuser position as of Q1 2018 after selling out during the quarter.
Sageworth Trust sold 35 Weyerhaeuser shares in Q1 2018, an estimated $1K.
Sageworth Trust first reported a position in Weyerhaeuser in Q4 2014 and held it in 2 quarters.
Sageworth Trust's Weyerhaeuser position peaked at $284K in Q4 2014.
966 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.