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Advocacy Wealth Management Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		– Sell
-26
Closed -$1K – 312
2013
Q2 		$1K Buy
+26
New +$1.25K ﹤0.01% 246

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Advocacy Wealth Management Services's WOOD Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2013, closing a stake of 26 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in WOOD in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 57 funds tracked by Wall St. Rank hold WOOD as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 26 iShares Global Timber & Forestry ETF shares in Q3 2013, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Global Timber & Forestry ETF position peaked at $1K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.