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Wealthfront’s Weyerhaeuser WY Stock Holding History

Wealthfront’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
2018
Q3 		$303K Sell
9,377
-2,893
-24% -$100K ﹤0.01% 441
2018
Q2 		$447K Sell
12,270
-1,253
-9% -$45.8K ﹤0.01% 381
2018
Q1 		$473K Sell
13,523
-4,553
-25% -$161K ﹤0.01% 386
2017
Q4 		$637K Buy
18,076
+1,759
+11% +$62.2K 0.01% 311
2017
Q3 		$555K Buy
16,317
+4,763
+41% +$156K 0.01% 305
2017
Q2 		$387K Buy
11,554
+295
+3% +$9.93K 0.01% 333
2017
Q1 		$383K Buy
11,259
+2,281
+25% +$74.2K 0.01% 282
2016
Q4 		$270K Sell
8,978
-1,100
-11% -$33.9K 0.01% 314
2016
Q3 		$322K Buy
10,078
+2,372
+31% +$75K 0.01% 262
2016
Q2 		$229K Buy
+7,706
New +$237K 0.01% 317
2015
Q4 		– Sell
-5,097
Closed -$139K – 1091
2015
Q3 		$139K Buy
5,097
+2,466
+94% +$72.8K 0.01% 352
2015
Q2 		$83K Sell
2,631
-197
-7% -$6.33K ﹤0.01% 435
2015
Q1 		$94K Buy
2,828
+282
+11% +$9.87K ﹤0.01% 395
2014
Q4 		$91K Buy
2,546
+628
+33% +$21.6K 0.01% 372
2014
Q3 		$61K Buy
1,918
+998
+108% +$32.7K ﹤0.01% 373
2014
Q2 		$31K Buy
920
+424
+85% +$12.8K ﹤0.01% 445
2014
Q1 		$15K Buy
+496
New +$14.9K ﹤0.01% 470

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's WY Position: Q3 2018 in Review

Wealthfront reduced its Weyerhaeuser (WY) stake by 24% in Q3 2018, selling an estimated $100K and leaving 9,377 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Wealthfront first reported a position in WY in Q1 2014 and has held it in 17 quarters since. The position peaked at $637K in Q4 2017. 979 funds tracked by Wall St. Rank hold WY as of Q3 2018.

  • Wealthfront held 9,377 shares of Weyerhaeuser worth $303K as of Q3 2018.
  • Wealthfront sold 2,893 Weyerhaeuser shares in Q3 2018, an estimated $100K.
  • Weyerhaeuser made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #441 holding.
  • Wealthfront first reported a position in Weyerhaeuser in Q1 2014 and has held it in 17 quarters since.
  • Wealthfront's Weyerhaeuser position peaked at $637K in Q4 2017.
  • 979 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.