WA
PCL

Waverly Advisors’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

Waverly Advisors’s Portfolio PCL Stock Details PCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-90
Closed -$4K – 757
2014
Q3 		$4K Hold
90
– – ﹤0.01% 681
2014
Q2 		$4K Hold
90
– – ﹤0.01% 652
2014
Q1 		$4K Sell
90
-38
-30% -$1.63K ﹤0.01% 610
2013
Q4 		$6K Buy
+128
New +$5.86K ﹤0.01% 660

Other funds holding PCL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Waverly Advisors's PCL Position: Q4 2014 in Review

Waverly Advisors sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q4 2014, closing a stake of 90 shares — an estimated $4K sold.

Waverly Advisors first reported a position in PCL in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q4 2013. 583 funds tracked by Wall St. Rank hold PCL as of Q4 2014.

  • Waverly Advisors reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 90 PLUM CREEK TIMBER CO (REIT) shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in PLUM CREEK TIMBER CO (REIT) in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's PLUM CREEK TIMBER CO (REIT) position peaked at $6K in Q4 2013.
  • 583 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.