Strategic Wealth Partners’s PotlatchDeltic PCH Stock Holding History

Strategic Wealth Partners’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,935	Closed	-$119	–	390
2019 Q3	$119	Hold	2,935	–	–	﹤0.01%	261
2019 Q2	$114K	Hold	2,935	–	–	0.06%	166
2019 Q1	$111K	Sell	2,935 -1	-0%	-$36	0.05%	174
2018 Q4	$101K	Buy	2,936 +186	+7%	+$6.64K	0.05%	174
2018 Q3	$113K	Buy	2,750 +250	+10%	+$11.8K	0.06%	166
2018 Q2	$127K	Buy	2,500 +600	+32%	+$30.4K	0.07%	173
2018 Q1	$99K	Buy	1,900 +1,400	+280%	+$72.8K	0.05%	197
2017 Q4	$27K	Buy	+500	New	+$25.8K	0.02%	284

Other funds holding PCH

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Strategic Wealth Partners's PCH Position: Q4 2019 in Review

Strategic Wealth Partners sold out of PotlatchDeltic (PCH) in Q4 2019, closing a stake of 2,935 shares — an estimated $119 sold.

Strategic Wealth Partners first reported a position in PCH in Q4 2017 and held it in 8 quarters. The position peaked at $127K in Q2 2018. 235 funds tracked by Wall St. Rank hold PCH as of Q4 2019.

Strategic Wealth Partners reported no remaining PotlatchDeltic position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 2,935 PotlatchDeltic shares in Q4 2019, an estimated $119.
Strategic Wealth Partners first reported a position in PotlatchDeltic in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's PotlatchDeltic position peaked at $127K in Q2 2018.
235 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.