Transform Wealth’s Weyerhaeuser WY Stock Holding History

Transform Wealth’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
2019 Q1	–	Sell	-12,334	Closed	-$270K	–	188
2018 Q4	$270K	Sell	12,334 -10,758	-47%	-$287K	0.06%	152
2018 Q3	$745K	Sell	23,092 -6,481	-22%	-$225K	0.13%	132
2018 Q2	$1.08M	Sell	29,573 -3,174	-10%	-$116K	0.2%	129
2018 Q1	$1.15M	Sell	32,747 -3,719	-10%	-$131K	0.22%	133
2017 Q4	$1.29M	Sell	36,466 -1,908	-5%	-$67.5K	0.24%	133
2017 Q3	$1.31M	Buy	+38,374	New	+$1.26M	0.46%	81
2017 Q2	–	Sell	-45,899	Closed	-$1.56M	–	191
2017 Q1	$1.56M	Sell	45,899 -1,544	-3%	-$50.2K	0.58%	47
2016 Q4	$1.43M	Buy	47,443 +9,660	+26%	+$298K	0.57%	50
2016 Q3	$1.21M	Sell	37,783 -9,325	-20%	-$295K	0.52%	63
2016 Q2	$1.4M	Buy	+47,108	New	+$1.45M	0.59%	57

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Transform Wealth's WY Position: Q1 2019 in Review

Transform Wealth sold out of Weyerhaeuser (WY) in Q1 2019, closing a stake of 12,334 shares — an estimated $270K sold.

Transform Wealth first reported a position in WY in Q2 2016 and held it in 10 quarters. The position peaked at $1.56M in Q1 2017. 905 funds tracked by Wall St. Rank hold WY as of Q1 2019.

Transform Wealth reported no remaining Weyerhaeuser position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 12,334 Weyerhaeuser shares in Q1 2019, an estimated $270K.
Transform Wealth first reported a position in Weyerhaeuser in Q2 2016 and held it in 10 quarters.
Transform Wealth's Weyerhaeuser position peaked at $1.56M in Q1 2017.
905 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.