Capital Advisors Inc’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Capital Advisors Inc’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	-56,960	Closed	-$3.25M	–	184
2018 Q4	$3.25M	Buy	+56,960	New	+$3.68M	0.21%	88

Other funds holding WOOD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $344B AUM 42.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $731M AUM 34.87% 1-Year Est. Return

Capital Advisors Inc's WOOD Position: Q1 2019 in Review

Capital Advisors Inc sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2019, closing a stake of 56,960 shares — an estimated $3.25M sold.

Capital Advisors Inc first reported a position in WOOD in Q4 2018 and held it in 1 quarter. The position peaked at $3.25M in Q4 2018. 72 funds tracked by Wall St. Rank hold WOOD as of Q1 2019.

Capital Advisors Inc reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2019 after selling out during the quarter.
Capital Advisors Inc sold 56,960 iShares Global Timber & Forestry ETF shares in Q1 2019, an estimated $3.25M.
Capital Advisors Inc first reported a position in iShares Global Timber & Forestry ETF in Q4 2018 and held it in 1 quarter.
Capital Advisors Inc's iShares Global Timber & Forestry ETF position peaked at $3.25M in Q4 2018.
72 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2019.

Based on Capital Advisors Inc's 13F filing for Q1 2019, filed 10 May 2019.