WP
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WMS Partners’s Weyerhaeuser WY Stock Holding History

WMS Partners’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
-316,879
Closed -$10.2M – 220
2018
Q3 		$10.2M Hold
316,879
– – 1.15% 28
2018
Q2 		$11.6M Buy
316,879
+2,714
+0.9% +$99.2K 1.34% 23
2018
Q1 		$11M Hold
314,165
– – 1.31% 23
2017
Q4 		$11.1M Buy
314,165
+650
+0.2% +$23K 1.25% 26
2017
Q3 		$10.7M Hold
313,515
– – 1.27% 24
2017
Q2 		$10.5M Sell
313,515
-536
-0.2% -$18K 1.3% 25
2017
Q1 		$10.7M Buy
314,051
+2,136
+0.7% +$69.5K 1.34% 25
2016
Q4 		$9.39M Hold
311,915
– – 1.25% 28
2016
Q3 		$9.96M Hold
311,915
– – 1.33% 26
2016
Q2 		$9.29M Hold
311,915
– – 1.29% 27
2016
Q1 		$9.66M Buy
+311,915
New +$8.33M 1.34% 25

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return