Advisor Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Advisor Group’s Portfolio WOOD Stock Details WOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$346K	Buy	5,160 +1,354	+36%	+$86.3K	﹤0.01%	1947
2019 Q3	$224K	Sell	3,806 -1,012	-21%	-$57.8K	﹤0.01%	2233
2019 Q2	$288K	Sell	4,818 -609	-11%	-$37.1K	﹤0.01%	2034
2019 Q1	$345K	Buy	5,427 +340	+7%	+$21.6K	﹤0.01%	1860
2018 Q4	$291K	Buy	5,087 +470	+10%	+$30.3K	﹤0.01%	1799
2018 Q3	$348K	Buy	4,617 +606	+15%	+$46.6K	﹤0.01%	1744
2018 Q2	$313K	Sell	4,011 -2,881	-42%	-$232K	﹤0.01%	1651
2018 Q1	$539K	Buy	6,892 +4,546	+194%	+$344K	0.01%	1270
2017 Q4	$167K	Buy	2,346 +606	+35%	+$42.2K	﹤0.01%	2153
2017 Q3	$115K	Buy	1,740 +515	+42%	+$32.6K	﹤0.01%	2288
2017 Q2	$75K	Buy	1,225 +63	+5%	+$3.77K	﹤0.01%	2542
2017 Q1	$67K	Sell	1,162 -43	-4%	-$2.41K	﹤0.01%	2483
2016 Q4	$65K	Hold	1,205	–	–	﹤0.01%	2402
2016 Q3	$61K	Buy	1,205 +17	+1%	+$827	﹤0.01%	2365
2016 Q2	$53K	Buy	+1,188	New	+$55.7K	﹤0.01%	2391

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisor Group's WOOD Position: Q4 2019 in Review

Advisor Group increased its iShares Global Timber & Forestry ETF (WOOD) stake by 36% in Q4 2019, buying an estimated $86.3K and bringing the position to 5,160 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Advisor Group first reported a position in WOOD in Q2 2016 and has held it in 15 quarters since. The position peaked at $539K in Q1 2018. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2019.

Advisor Group held 5,160 shares of iShares Global Timber & Forestry ETF worth $346K as of Q4 2019.
Advisor Group bought 1,354 iShares Global Timber & Forestry ETF shares in Q4 2019, an estimated $86.3K.
iShares Global Timber & Forestry ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1947 holding.
Advisor Group first reported a position in iShares Global Timber & Forestry ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Global Timber & Forestry ETF position peaked at $539K in Q1 2018.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2019.

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