Creative Planning
WOOD icon

Creative Planning’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Creative Planning’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
Q3 		– Sell
-2,665
Closed -$208K – 2181
2018
Q2 		$208K Sell
2,665
-107
-4% -$8.63K ﹤0.01% 1626
2018
Q1 		$217K Sell
2,772
-106
-4% -$8.03K ﹤0.01% 1555
2017
Q4 		$205K Buy
+2,878
New +$200K ﹤0.01% 1592
2017
Q3 		– Sell
-981
Closed -$60K – 3722
2017
Q2 		$60K Hold
981
– – ﹤0.01% 2380
2017
Q1 		$57K Buy
981
+28
+3% +$1.57K ﹤0.01% 2386
2016
Q4 		$51K Sell
953
-474
-33% -$24.4K ﹤0.01% 2379
2016
Q3 		$72K Hold
1,427
– – ﹤0.01% 2086
2016
Q2 		$65K Sell
1,427
-100
-7% -$4.69K ﹤0.01% 1962
2016
Q1 		$72K Sell
1,527
-500
-25% -$21.6K ﹤0.01% 1839
2015
Q4 		$97K Sell
2,027
-150
-7% -$7.38K ﹤0.01% 1650
2015
Q3 		$97K Buy
+2,177
New +$108K ﹤0.01% 1620
2015
Q2 		– Sell
-2,377
Closed -$130K – 3030
2015
Q1 		$130K Buy
2,377
+774
+48% +$42.1K ﹤0.01% 1429
2014
Q4 		$85K Sell
1,603
-346
-18% -$17.7K ﹤0.01% 1636
2014
Q3 		$96K Buy
1,949
+364
+23% +$18.7K ﹤0.01% 1503
2014
Q2 		$84K Buy
1,585
+482
+44% +$24.9K ﹤0.01% 1549
2014
Q1 		$57K Buy
1,103
+927
+527% +$48.3K ﹤0.01% 1720
2013
Q4 		$9K Sell
176
-274
-61% -$14K ﹤0.01% 2627
2013
Q3 		$22K Buy
450
+300
+200% +$14.5K ﹤0.01% 2043
2013
Q2 		$7K Buy
+150
New +$7.2K ﹤0.01% 2428

Other funds holding WOOD

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's WOOD Position: Q3 2018 in Review

Creative Planning sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2018, closing a stake of 2,665 shares — an estimated $208K sold.

Creative Planning first reported a position in WOOD in Q2 2013 and held it in 19 quarters. The position peaked at $217K in Q1 2018. 84 funds tracked by Wall St. Rank hold WOOD as of Q3 2018.

  • Creative Planning reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 2,665 iShares Global Timber & Forestry ETF shares in Q3 2018, an estimated $208K.
  • Creative Planning first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 19 quarters.
  • Creative Planning's iShares Global Timber & Forestry ETF position peaked at $217K in Q1 2018.
  • 84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.