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Westbourne Investment Advisors’s Weyerhaeuser WY Stock Holding History

Westbourne Investment Advisors’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
Q4 		– Sell
-4,000
Closed -$129K – 156
2018
Q3 		$129K Buy
+4,000
New +$139K 0.09% 118

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westbourne Investment Advisors's WY Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 4,000 shares — an estimated $129K sold.

Westbourne Investment Advisors first reported a position in WY in Q3 2018 and held it in 1 quarter. The position peaked at $129K in Q3 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,000 Weyerhaeuser shares in Q4 2018, an estimated $129K.
  • Westbourne Investment Advisors first reported a position in Weyerhaeuser in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Weyerhaeuser position peaked at $129K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.