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Westend Capital Management’s Weyerhaeuser WY Stock Holding History

Westend Capital 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
2016
Q3 		$272K Buy
8,505
+445
+6% +$14.1K 0.38% 53
2016
Q2 		$240K Buy
+8,060
New +$248K 0.35% 57

Other funds holding WY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Westend Capital Management's WY Position: Q3 2016 in Review

Westend Capital Management increased its Weyerhaeuser (WY) stake by 5.5% in Q3 2016, buying an estimated $14.1K and bringing the position to 8,505 shares worth $272K. The position accounts for 0.38% of the portfolio, ranked #53.

Westend Capital Management first reported a position in WY in Q2 2016 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold WY as of Q3 2016.

  • Westend Capital Management held 8,505 shares of Weyerhaeuser worth $272K as of Q3 2016.
  • Westend Capital Management bought 445 Weyerhaeuser shares in Q3 2016, an estimated $14.1K.
  • Weyerhaeuser made up 0.38% of Westend Capital Management's portfolio in Q3 2016, its #53 holding.
  • Westend Capital Management first reported a position in Weyerhaeuser in Q2 2016 and has held it in 2 quarters since.
  • 848 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2016.

Based on Westend Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.