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Colton Groome Financial Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Colton Groome Financial Advisors’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,971
Closed -$317K – 62
2019
Q4 		$317K Sell
10,971
-669
-6% -$18.7K 0.23% 54
2019
Q3 		$335K Sell
11,640
-14
-0.1% -$361 0.25% 53
2019
Q2 		$315K Buy
+11,654
New +$311K 0.25% 43

Other funds holding CUT

OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Colton Groome Financial Advisors's CUT Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2020, closing a stake of 10,971 shares — an estimated $317K sold.

Colton Groome Financial Advisors first reported a position in CUT in Q2 2019 and held it in 3 quarters. The position peaked at $335K in Q3 2019. 41 funds tracked by Wall St. Rank hold CUT as of Q1 2020.

  • Colton Groome Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 10,971 Invesco MSCI Global Timber ETF shares in Q1 2020, an estimated $317K.
  • Colton Groome Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q2 2019 and held it in 3 quarters.
  • Colton Groome Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $335K in Q3 2019.
  • 41 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.