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Avalon Investment & Advisory’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Avalon Investment & Advisory’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
2020
Q1 		– Sell
-85,024
Closed -$5.7M – 363
2019
Q4 		$5.7M Buy
+85,024
New +$5.42M 0.12% 141

Other funds holding WOOD

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avalon Investment & Advisory's WOOD Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2020, closing a stake of 85,024 shares — an estimated $5.7M sold.

Avalon Investment & Advisory first reported a position in WOOD in Q4 2019 and held it in 1 quarter. The position peaked at $5.7M in Q4 2019. 61 funds tracked by Wall St. Rank hold WOOD as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 85,024 iShares Global Timber & Forestry ETF shares in Q1 2020, an estimated $5.7M.
  • Avalon Investment & Advisory first reported a position in iShares Global Timber & Forestry ETF in Q4 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares Global Timber & Forestry ETF position peaked at $5.7M in Q4 2019.
  • 61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.