Winifred I. Li’s Weyerhaeuser WY Stock Holding History

Winifred I. Li’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
2014 Q4	$109K	Buy	3,032 +64	+2%	+$2.2K	0.1%	178
2014 Q3	$95K	Buy	2,968 +18	+0.6%	+$590	0.09%	198
2014 Q2	$98K	Hold	2,950	–	–	0.08%	200
2014 Q1	$87K	Buy	+2,950	New	+$88.8K	0.08%	216

Other funds holding WY

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winifred I. Li's WY Position: Q4 2014 in Review

Winifred I. Li increased its Weyerhaeuser (WY) stake by 2.2% in Q4 2014, buying an estimated $2.2K and bringing the position to 3,032 shares worth $109K. The position accounts for 0.1% of the portfolio, ranked #178.

Winifred I. Li first reported a position in WY in Q1 2014 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold WY as of Q4 2014.

Winifred I. Li held 3,032 shares of Weyerhaeuser worth $109K as of Q4 2014.
Winifred I. Li bought 64 Weyerhaeuser shares in Q4 2014, an estimated $2.2K.
Weyerhaeuser made up 0.1% of Winifred I. Li's portfolio in Q4 2014, its #178 holding.
Winifred I. Li first reported a position in Weyerhaeuser in Q1 2014 and has held it in 4 quarters since.
614 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.