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Waverton Investment Management’s Weyerhaeuser WY Stock Holding History

Waverton Investment 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
2014
Q2 		– Sell
-106,570
Closed -$3.13M – 154
2014
Q1 		$3.13M Buy
106,570
+520
+0.5% +$15.6K 0.15% 114
2013
Q4 		$3.35M Hold
106,050
– – 0.17% 101
2013
Q3 		$3.04M Buy
+106,050
New +$3M 0.18% 103

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

Waverton Investment Management's WY Position: Q2 2014 in Review

Waverton Investment Management sold out of Weyerhaeuser (WY) in Q2 2014, closing a stake of 106,570 shares — an estimated $3.13M sold.

Waverton Investment Management first reported a position in WY in Q3 2013 and held it in 3 quarters. The position peaked at $3.35M in Q4 2013. 606 funds tracked by Wall St. Rank hold WY as of Q2 2014.

  • Waverton Investment Management reported no remaining Weyerhaeuser position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 106,570 Weyerhaeuser shares in Q2 2014, an estimated $3.13M.
  • Waverton Investment Management first reported a position in Weyerhaeuser in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Weyerhaeuser position peaked at $3.35M in Q4 2013.
  • 606 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.