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
2018 Q4	–	Sell	-92,008	Closed	-$1.35M	–	1152
2018 Q3	$1.35M	Sell	92,008 -21,619	-19%	-$1.66M	0.02%	629
2018 Q2	$1.47M	Buy	+113,627	New	+$9.17M	0.02%	636

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 Q2 2018 and held it in 3 quarters. The position peaked at $1.47M in Q2 2018. 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 Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's iShares Global Timber & Forestry ETF position peaked at $1.47M in Q2 2018.
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.