Whitney & Co’s Weyerhaeuser WY Stock Holding History

Whitney & Co’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	-1,279	Closed	-$35K	–	478
2018 Q3	$35K	Hold	1,279	–	–	0.01%	210
2018 Q2	$47K	Hold	1,279	–	–	0.01%	166
2018 Q1	$45K	Buy	+1,279	New	+$45.1K	0.01%	179

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitney & Co's WY Position: Q4 2018 in Review

Whitney & Co sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 1,279 shares — an estimated $35K sold.

Whitney & Co first reported a position in WY in Q1 2018 and held it in 3 quarters. The position peaked at $47K in Q2 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

Whitney & Co reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 1,279 Weyerhaeuser shares in Q4 2018, an estimated $35K.
Whitney & Co first reported a position in Weyerhaeuser in Q1 2018 and held it in 3 quarters.
Whitney & Co's Weyerhaeuser position peaked at $47K in Q2 2018.
912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.