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Sterne Agee Group’s Weyerhaeuser WY Stock Holding History

Sterne Agee Group’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
Q2 		– Sell
-13,661
Closed -$401K – 286
2014
Q1 		$401K Buy
13,661
+1,711
+14% +$51.5K 0.08% 239
2013
Q4 		$377K Buy
+11,950
New +$358K 0.12% 182

Other funds holding WY

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 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

Sterne Agee Group's WY Position: Q2 2014 in Review

Sterne Agee Group sold out of Weyerhaeuser (WY) in Q2 2014, closing a stake of 13,661 shares — an estimated $401K sold.

Sterne Agee Group first reported a position in WY in Q4 2013 and held it in 2 quarters. The position peaked at $401K in Q1 2014. 606 funds tracked by Wall St. Rank hold WY as of Q2 2014.

  • Sterne Agee Group reported no remaining Weyerhaeuser position as of Q2 2014 after selling out during the quarter.
  • Sterne Agee Group sold 13,661 Weyerhaeuser shares in Q2 2014, an estimated $401K.
  • Sterne Agee Group first reported a position in Weyerhaeuser in Q4 2013 and held it in 2 quarters.
  • Sterne Agee Group's Weyerhaeuser position peaked at $401K in Q1 2014.
  • 606 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2014.

Based on Sterne Agee Group's 13F filing for Q2 2014, filed 14 Aug 2014.