SFMG Wealth Advisors’s Rayonier RYN Stock Holding History

SFMG Wealth Advisors’s Portfolio RYN Stock Details RYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,701	Closed	-$200K	–	152
2018 Q2	$200K	Buy	+5,701	New	+$195K	0.03%	145
2015 Q2	–	Sell	-13,466	Closed	-$329K	–	158
2015 Q1	$329K	Buy	+13,466	New	+$343K	0.03%	125
2014 Q4	–	Sell	-7,733	Closed	-$218K	–	129
2014 Q3	$218K	Buy	7,733 +349	+5%	+$10.7K	0.07%	80
2014 Q2	$238K	Sell	7,384 -2,558	-26%	-$80.2K	0.08%	70
2014 Q1	$309K	Buy	9,942 +23	+0.2%	+$692	0.1%	55
2013 Q4	$283K	Buy	9,919 +90	+0.9%	+$2.91K	0.1%	56
2013 Q3	$371K	Buy	9,829 +13	+0.1%	+$498	0.15%	44
2013 Q2	$368K	Buy	+9,816	New	+$380K	0.15%	47

Other funds holding RYN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SFMG Wealth Advisors's RYN Position: Q3 2018 in Review

SFMG Wealth Advisors sold out of Rayonier (RYN) in Q3 2018, closing a stake of 5,701 shares — an estimated $200K sold.

SFMG Wealth Advisors first reported a position in RYN in Q2 2013 and held it in 8 quarters. The position peaked at $371K in Q3 2013. 335 funds tracked by Wall St. Rank hold RYN as of Q3 2018.

SFMG Wealth Advisors reported no remaining Rayonier position as of Q3 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 5,701 Rayonier shares in Q3 2018, an estimated $200K.
SFMG Wealth Advisors first reported a position in Rayonier in Q2 2013 and held it in 8 quarters.
SFMG Wealth Advisors's Rayonier position peaked at $371K in Q3 2013.
335 funds tracked by Wall St. Rank held Rayonier as of Q3 2018.

Based on SFMG Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.