WCM
WY icon

Wunderlich Capital Managemnt’s Weyerhaeuser WY Stock Holding History

Wunderlich Capital Managemnt’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
-28,369
Closed -$915K – 102
2018
Q3 		$915K Sell
28,369
-1,225
-4% -$42.5K 0.65% 67
2018
Q2 		$1.08M Buy
29,594
+164
+0.6% +$6K 0.75% 68
2018
Q1 		$1.03M Buy
29,430
+960
+3% +$33.9K 0.71% 75
2017
Q4 		$1M Buy
28,470
+379
+1% +$13.4K 0.7% 72
2017
Q3 		$956K Sell
28,091
-114
-0.4% -$3.74K 0.71% 73
2017
Q2 		$945K Buy
28,205
+57
+0.2% +$1.92K 0.71% 70
2017
Q1 		$956K Sell
28,148
-188
-0.7% -$6.12K 0.75% 67
2016
Q4 		$853K Hold
28,336
– – 0.69% 69
2016
Q3 		$905K Buy
28,336
+791
+3% +$25K 0.72% 70
2016
Q2 		$820K Buy
27,545
+95
+0.3% +$2.92K 0.69% 70
2016
Q1 		$850K Buy
27,450
+438
+2% +$11.7K 0.73% 70
2015
Q4 		$810K Buy
27,012
+510
+2% +$15.4K 0.7% 72
2015
Q3 		$725K Buy
+26,502
New +$782K 0.67% 77

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

Wunderlich Capital Managemnt's WY Position: Q4 2018 in Review

Wunderlich Capital Managemnt sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 28,369 shares — an estimated $915K sold.

Wunderlich Capital Managemnt first reported a position in WY in Q3 2015 and held it in 13 quarters. The position peaked at $1.08M in Q2 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Wunderlich Capital Managemnt reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 28,369 Weyerhaeuser shares in Q4 2018, an estimated $915K.
  • Wunderlich Capital Managemnt first reported a position in Weyerhaeuser in Q3 2015 and held it in 13 quarters.
  • Wunderlich Capital Managemnt's Weyerhaeuser position peaked at $1.08M in Q2 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2018, filed 14 Feb 2019.