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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return