SKK
WY icon

Shepherd Kaplan Krochuk’s Weyerhaeuser WY Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q3 		– Sell
-7,150
Closed -$225K – 481
2015
Q2 		$225K Hold
7,150
– – 0.04% 279
2015
Q1 		$237K Hold
7,150
– – 0.04% 266
2014
Q4 		$257K Hold
7,150
– – 0.04% 301
2014
Q3 		$228K Buy
+7,150
New +$234K 0.03% 412
2014
Q2 		– Sell
-7,000
Closed -$205K – 650
2014
Q1 		$205K Hold
7,000
– – 0.02% 446
2013
Q4 		$221K Hold
7,000
– – 0.03% 413
2013
Q3 		$200K Sell
7,000
-800
-10% -$22.6K 0.03% 431
2013
Q2 		$222K Buy
+7,800
New +$236K 0.05% 394

Other funds holding WY

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return