SimplyRich’s Weyerhaeuser WY Stock Holding History

SimplyRich’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 Q4	–	Sell	-7,050	Closed	-$228K	–	146
2018 Q3	$228K	Sell	7,050 -118	-2%	-$4.1K	0.12%	147
2018 Q2	$261K	Hold	7,168	–	–	0.15%	140
2018 Q1	$251K	Hold	7,168	–	–	0.14%	153
2017 Q4	$253K	Buy	+7,168	New	+$254K	0.14%	146

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SimplyRich's WY Position: Q4 2018 in Review

SimplyRich sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 7,050 shares — an estimated $228K sold.

SimplyRich first reported a position in WY in Q4 2017 and held it in 4 quarters. The position peaked at $261K in Q2 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

SimplyRich reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
SimplyRich sold 7,050 Weyerhaeuser shares in Q4 2018, an estimated $228K.
SimplyRich first reported a position in Weyerhaeuser in Q4 2017 and held it in 4 quarters.
SimplyRich's Weyerhaeuser position peaked at $261K in Q2 2018.
912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on SimplyRich's 13F filing for Q4 2018, filed 7 Feb 2019.