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Ancora Family Wealth Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Ancora Family Wealth Advisors’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
2015
Q4 		– Sell
-10,670
Closed -$238K – 185
2015
Q3 		$238K Buy
+10,670
New +$261K 0.1% 166

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Family Wealth Advisors's CUT Position: Q4 2015 in Review

Ancora Family Wealth Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2015, closing a stake of 10,670 shares — an estimated $238K sold.

Ancora Family Wealth Advisors first reported a position in CUT in Q3 2015 and held it in 1 quarter. The position peaked at $238K in Q3 2015. 53 funds tracked by Wall St. Rank hold CUT as of Q4 2015.

  • Ancora Family Wealth Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2015 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 10,670 Invesco MSCI Global Timber ETF shares in Q4 2015, an estimated $238K.
  • Ancora Family Wealth Advisors first reported a position in Invesco MSCI Global Timber ETF in Q3 2015 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's Invesco MSCI Global Timber ETF position peaked at $238K in Q3 2015.
  • 53 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2015.

Based on Ancora Family Wealth Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.