Atria Investments’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Atria Investments’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 Q1	–	Sell	-4,528	Closed	-$259K	–	1035
2018 Q4	$259K	Sell	4,528 -7,260	-62%	-$469K	0.01%	704
2018 Q3	$887K	Buy	11,788 +655	+6%	+$50.4K	0.04%	429
2018 Q2	$870K	Buy	11,133 +900	+9%	+$72.6K	0.04%	401
2018 Q1	$802K	Buy	10,233 +99	+1%	+$7.5K	0.04%	389
2017 Q4	$721K	Buy	10,134 +5,832	+136%	+$406K	0.04%	406
2017 Q3	$287K	Buy	+4,302	New	+$272K	0.02%	621

Other funds holding WOOD

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCMG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BSWM

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Atria Investments's WOOD Position: Q1 2019 in Review

Atria Investments sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2019, closing a stake of 4,528 shares — an estimated $259K sold.

Atria Investments first reported a position in WOOD in Q3 2017 and held it in 6 quarters. The position peaked at $887K in Q3 2018. 72 funds tracked by Wall St. Rank hold WOOD as of Q1 2019.

Atria Investments reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2019 after selling out during the quarter.
Atria Investments sold 4,528 iShares Global Timber & Forestry ETF shares in Q1 2019, an estimated $259K.
Atria Investments first reported a position in iShares Global Timber & Forestry ETF in Q3 2017 and held it in 6 quarters.
Atria Investments's iShares Global Timber & Forestry ETF position peaked at $887K in Q3 2018.
72 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.