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Simply Money Advisors’s Weyerhaeuser WY Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-93
Closed -$3K – 84
2013
Q4 		$3K Buy
+93
New +$2.78K ﹤0.01% 58

Other funds holding WY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simply Money Advisors's WY Position: Q1 2014 in Review

Simply Money Advisors sold out of Weyerhaeuser (WY) in Q1 2014, closing a stake of 93 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in WY in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 600 funds tracked by Wall St. Rank hold WY as of Q1 2014.

  • Simply Money Advisors reported no remaining Weyerhaeuser position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 93 Weyerhaeuser shares in Q1 2014, an estimated $3K.
  • Simply Money Advisors first reported a position in Weyerhaeuser in Q4 2013 and held it in 1 quarter.
  • Simply Money Advisors's Weyerhaeuser position peaked at $3K in Q4 2013.
  • 600 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.