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

Cornerstone 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
Q2 		– Sell
-1,268
Closed -$806K – 514
2019
Q1 		$806K Buy
+1,268
New +$80.6K 0.1% 211

Other funds holding WOOD

Bank of America
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jane Street
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cornerstone Wealth Management's WOOD Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2019, closing a stake of 1,268 shares — an estimated $806K sold.

Cornerstone Wealth Management first reported a position in WOOD in Q1 2019 and held it in 1 quarter. The position peaked at $806K in Q1 2019. 71 funds tracked by Wall St. Rank hold WOOD as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,268 iShares Global Timber & Forestry ETF shares in Q2 2019, an estimated $806K.
  • Cornerstone Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares Global Timber & Forestry ETF position peaked at $806K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.