SWM
PCL

Segment Wealth Management’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Segment Wealth Management’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-32,486
Closed -$1.51M – 161
2013
Q4 		$1.51M Buy
32,486
+2,064
+7% +$94.5K 0.75% 50
2013
Q3 		$1.43M Buy
30,422
+1,462
+5% +$68.5K 0.78% 41
2013
Q2 		$1.35M Buy
+28,960
New +$1.46M 0.81% 38

Other funds holding PCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Segment Wealth Management's PCL Position: Q1 2014 in Review

Segment Wealth Management sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2014, closing a stake of 32,486 shares — an estimated $1.51M sold.

Segment Wealth Management first reported a position in PCL in Q2 2013 and held it in 3 quarters. The position peaked at $1.51M in Q4 2013. 581 funds tracked by Wall St. Rank hold PCL as of Q1 2014.

  • Segment Wealth Management reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2014 after selling out during the quarter.
  • Segment Wealth Management sold 32,486 PLUM CREEK TIMBER CO (REIT) shares in Q1 2014, an estimated $1.51M.
  • Segment Wealth Management first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and held it in 3 quarters.
  • Segment Wealth Management's PLUM CREEK TIMBER CO (REIT) position peaked at $1.51M in Q4 2013.
  • 581 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2014.

Based on Segment Wealth Management's 13F filing for Q1 2014, filed 25 Apr 2014.