Sheaff Brock Investment Advisors’s Weyerhaeuser WY Stock Holding History

Sheaff Brock Investment Advisors’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	-6,647	Closed	-$233K	–	580
2018 Q1	$233K	Sell	6,647 -496	-7%	-$17.5K	0.02%	424
2017 Q4	$252K	Buy	7,143 +203	+3%	+$7.18K	0.03%	389
2017 Q3	$236K	Sell	6,940 -264	-4%	-$8.67K	0.03%	424
2017 Q2	$241K	Sell	7,204 -396	-5%	-$13.3K	0.03%	454
2017 Q1	$258K	Sell	7,600 -397	-5%	-$12.9K	0.03%	437
2016 Q4	$241K	Buy	+7,997	New	+$246K	0.03%	469
2016 Q3	–	Sell	-7,583	Closed	-$226K	–	597
2016 Q2	$226K	Buy	7,583 +2	+0%	+$62	0.03%	447
2016 Q1	$235K	Buy	+7,581	New	+$202K	0.03%	450

Other funds holding WY

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's WY Position: Q2 2018 in Review

Sheaff Brock Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2018, closing a stake of 6,647 shares — an estimated $233K sold.

Sheaff Brock Investment Advisors first reported a position in WY in Q1 2016 and held it in 8 quarters. The position peaked at $258K in Q1 2017. 983 funds tracked by Wall St. Rank hold WY as of Q2 2018.

Sheaff Brock Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 6,647 Weyerhaeuser shares in Q2 2018, an estimated $233K.
Sheaff Brock Investment Advisors first reported a position in Weyerhaeuser in Q1 2016 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Weyerhaeuser position peaked at $258K in Q1 2017.
983 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.