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Calton & Associates’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-169
Closed -$12K – 1279
2017
Q4 		$12K Buy
+169
New +$11.8K ﹤0.01% 1027

Other funds holding WOOD

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Calton & Associates's WOOD Position: Q1 2018 in Review

Calton & Associates sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2018, closing a stake of 169 shares — an estimated $12K sold.

Calton & Associates first reported a position in WOOD in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 79 funds tracked by Wall St. Rank hold WOOD as of Q1 2018.

  • Calton & Associates reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 169 iShares Global Timber & Forestry ETF shares in Q1 2018, an estimated $12K.
  • Calton & Associates first reported a position in iShares Global Timber & Forestry ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Global Timber & Forestry ETF position peaked at $12K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.