Smith Salley Wealth Management’s Weyerhaeuser WY Stock Holding History

Smith Salley Wealth Management’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 Q1	–	Sell	-46,581	Closed	-$1.64M	–	188
2017 Q4	$1.64M	Buy	46,581 +1,517	+3%	+$53.7K	0.29%	80
2017 Q3	$1.53M	Buy	45,064 +1,145	+3%	+$37.6K	0.29%	87
2017 Q2	$1.47M	Sell	43,919 -19,545	-31%	-$658K	0.3%	89
2017 Q1	$2.16M	Buy	63,464 +1,380	+2%	+$44.9K	0.44%	78
2016 Q4	$1.87M	Buy	62,084 +3,004	+5%	+$92.6K	0.39%	79
2016 Q3	$1.89M	Buy	59,080 +9,683	+20%	+$306K	0.42%	76
2016 Q2	$1.47M	Buy	49,397 +8,593	+21%	+$264K	0.34%	84
2016 Q1	$1.26M	Buy	40,804 +356	+0.9%	+$9.51K	0.32%	85
2015 Q4	$1.21M	Buy	40,448 +924	+2%	+$27.9K	0.3%	88
2015 Q3	$1.08M	Buy	+39,524	New	+$1.17M	0.29%	89

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Smith Salley Wealth Management's WY Position: Q1 2018 in Review

Smith Salley Wealth Management sold out of Weyerhaeuser (WY) in Q1 2018, closing a stake of 46,581 shares — an estimated $1.64M sold.

Smith Salley Wealth Management first reported a position in WY in Q3 2015 and held it in 10 quarters. The position peaked at $2.16M in Q1 2017. 964 funds tracked by Wall St. Rank hold WY as of Q1 2018.

Smith Salley Wealth Management reported no remaining Weyerhaeuser position as of Q1 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 46,581 Weyerhaeuser shares in Q1 2018, an estimated $1.64M.
Smith Salley Wealth Management first reported a position in Weyerhaeuser in Q3 2015 and held it in 10 quarters.
Smith Salley Wealth Management's Weyerhaeuser position peaked at $2.16M in Q1 2017.
964 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2018.

Based on Smith Salley Wealth Management's 13F filing for Q1 2018, filed 9 May 2018.