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

BerganKDV Wealth Management’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	-393	Closed	-$22K	–	757
2018 Q4	$22K	Buy	393 +69	+21%	+$4.45K	0.01%	394
2018 Q3	$24K	Buy	324 +19	+6%	+$1.46K	0.01%	408
2018 Q2	$24K	Buy	+305	New	+$24.6K	0.01%	413

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

BerganKDV Wealth Management's WOOD Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2019, closing a stake of 393 shares — an estimated $22K sold.

BerganKDV Wealth Management first reported a position in WOOD in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 72 funds tracked by Wall St. Rank hold WOOD as of Q1 2019.

BerganKDV Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 393 iShares Global Timber & Forestry ETF shares in Q1 2019, an estimated $22K.
BerganKDV Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q2 2018 and held it in 3 quarters.
BerganKDV Wealth Management's iShares Global Timber & Forestry ETF position peaked at $24K in Q3 2018.
72 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.