SCM
WY icon

Summit Capital Management’s Weyerhaeuser WY Stock Holding History

Summit Capital 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
2016
Q1 		$2.5M Buy
80,610
+14,327
+22% +$383K 1.13% 26
2015
Q4 		$1.99M Buy
+66,283
New +$2M 0.8% 33

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Capital Management's WY Position: Q1 2016 in Review

Summit Capital Management increased its Weyerhaeuser (WY) stake by 22% in Q1 2016, buying an estimated $383K and bringing the position to 80,610 shares worth $2.5M. The position accounts for 1.13% of the portfolio, ranked #26.

Summit Capital Management first reported a position in WY in Q4 2015 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold WY as of Q1 2016.

  • Summit Capital Management held 80,610 shares of Weyerhaeuser worth $2.5M as of Q1 2016.
  • Summit Capital Management bought 14,327 Weyerhaeuser shares in Q1 2016, an estimated $383K.
  • Weyerhaeuser made up 1.13% of Summit Capital Management's portfolio in Q1 2016, its #26 holding.
  • Summit Capital Management first reported a position in Weyerhaeuser in Q4 2015 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2016.

Based on Summit Capital Management's 13F filing for Q1 2016, filed 11 May 2016.