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Steel Grove Capital Advisors’s Weyerhaeuser WY Stock Holding History

Steel Grove Capital 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
2017
Q1 		– Sell
-9,022
Closed -$271K – 290
2016
Q4 		$271K Buy
9,022
+2,200
+32% +$67.8K 0.05% 210
2016
Q3 		$218K Buy
+6,822
New +$216K 0.05% 178

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steel Grove Capital Advisors's WY Position: Q1 2017 in Review

Steel Grove Capital Advisors sold out of Weyerhaeuser (WY) in Q1 2017, closing a stake of 9,022 shares — an estimated $271K sold.

Steel Grove Capital Advisors first reported a position in WY in Q3 2016 and held it in 2 quarters. The position peaked at $271K in Q4 2016. 904 funds tracked by Wall St. Rank hold WY as of Q1 2017.

  • Steel Grove Capital Advisors reported no remaining Weyerhaeuser position as of Q1 2017 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 9,022 Weyerhaeuser shares in Q1 2017, an estimated $271K.
  • Steel Grove Capital Advisors first reported a position in Weyerhaeuser in Q3 2016 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Weyerhaeuser position peaked at $271K in Q4 2016.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2017.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2017, filed 17 May 2017.