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WFG Advisors’s Weyerhaeuser WY Stock Holding History

WFG 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
2017
Q2 		$55K Buy
1,641
+308
+23% +$10.4K 0.01% 677
2017
Q1 		$45K Sell
1,333
-6,771
-84% -$220K 0.01% 685
2016
Q4 		$244K Buy
8,104
+8
+0.1% +$247 0.06% 324
2016
Q3 		$259K Sell
8,096
-392
-5% -$12.4K 0.06% 306
2016
Q2 		$253K Sell
8,488
-6,572
-44% -$202K 0.07% 275
2016
Q1 		$467K Buy
15,060
+9,860
+190% +$263K 0.14% 171
2015
Q4 		$156K Sell
5,200
-200
-4% -$6.03K 0.05% 354
2015
Q3 		$148K Sell
5,400
-200
-4% -$5.9K 0.05% 358
2015
Q2 		$176K Sell
5,600
-126
-2% -$4.05K 0.05% 376
2015
Q1 		$190K Sell
5,726
-479
-8% -$16.8K 0.05% 364
2014
Q4 		$223K Buy
6,205
+5
+0.1% +$172 0.05% 393
2014
Q3 		$198K Buy
6,200
+502
+9% +$16.5K 0.04% 451
2014
Q2 		$189K Buy
5,698
+302
+6% +$9.13K 0.04% 456
2014
Q1 		$158K Sell
5,396
-197
-4% -$5.93K 0.03% 486
2013
Q4 		$177K Buy
5,593
+2
+0% +$60 0.03% 561
2013
Q3 		$160K Buy
5,591
+2
+0% +$57 0.02% 554
2013
Q2 		$159K Buy
+5,589
New +$169K 0.03% 522

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WFG Advisors's WY Position: Q2 2017 in Review

WFG Advisors increased its Weyerhaeuser (WY) stake by 23% in Q2 2017, buying an estimated $10.4K and bringing the position to 1,641 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #677.

WFG Advisors first reported a position in WY in Q2 2013 and has held it in 17 quarters since. The position peaked at $467K in Q1 2016. 886 funds tracked by Wall St. Rank hold WY as of Q2 2017.

  • WFG Advisors held 1,641 shares of Weyerhaeuser worth $55K as of Q2 2017.
  • WFG Advisors bought 308 Weyerhaeuser shares in Q2 2017, an estimated $10.4K.
  • Weyerhaeuser made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #677 holding.
  • WFG Advisors first reported a position in Weyerhaeuser in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Weyerhaeuser position peaked at $467K in Q1 2016.
  • 886 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.