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Advisor Group’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Advisor Group’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$72K Sell
2,503
-79
-3% -$2.21K ﹤0.01% 3172
2019
Q3 		$67K Sell
2,582
-302
-10% -$7.79K ﹤0.01% 3185
2019
Q2 		$77K Sell
2,884
-898
-24% -$24K ﹤0.01% 3058
2019
Q1 		$104K Buy
3,782
+377
+11% +$10.2K ﹤0.01% 2821
2018
Q4 		$82K Sell
3,405
-3,592
-51% -$98.7K ﹤0.01% 2805
2018
Q3 		$224K Buy
6,997
+3,610
+107% +$117K ﹤0.01% 2070
2018
Q2 		$110K Buy
3,387
+1,752
+107% +$58.6K ﹤0.01% 2452
2018
Q1 		$54K Sell
1,635
-43
-3% -$1.4K ﹤0.01% 2997
2017
Q4 		$53K Sell
1,678
-14
-0.8% -$436 ﹤0.01% 3031
2017
Q3 		$51K Buy
1,692
+121
+8% +$3.52K ﹤0.01% 2921
2017
Q2 		$45K Sell
1,571
-303
-16% -$8.33K ﹤0.01% 2910
2017
Q1 		$49K Sell
1,874
-251
-12% -$6.54K ﹤0.01% 2714
2016
Q4 		$53K Sell
2,125
-1,041
-33% -$25.7K ﹤0.01% 2573
2016
Q3 		$79K Buy
3,166
+80
+3% +$1.95K ﹤0.01% 2163
2016
Q2 		$69K Buy
+3,086
New +$71.2K ﹤0.01% 2191

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Advisor Group's CUT Position: Q4 2019 in Review

Advisor Group reduced its Invesco MSCI Global Timber ETF (CUT) stake by 3.1% in Q4 2019, selling an estimated $2.21K and leaving 2,503 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Advisor Group first reported a position in CUT in Q2 2016 and has held it in 15 quarters since. The position peaked at $224K in Q3 2018. 49 funds tracked by Wall St. Rank hold CUT as of Q4 2019.

  • Advisor Group held 2,503 shares of Invesco MSCI Global Timber ETF worth $72K as of Q4 2019.
  • Advisor Group sold 79 Invesco MSCI Global Timber ETF shares in Q4 2019, an estimated $2.21K.
  • Invesco MSCI Global Timber ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3172 holding.
  • Advisor Group first reported a position in Invesco MSCI Global Timber ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco MSCI Global Timber ETF position peaked at $224K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.