CT Financial Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

CT Financial Advisors’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
2017 Q1	$5.17K	Hold	90	–	–	﹤0.01%	503
2016 Q4	$4.81K	Buy	90 +1	+1%	+$51	﹤0.01%	505
2016 Q3	$4.49K	Hold	89	–	–	﹤0.01%	510
2016 Q2	$4.04K	Hold	89	–	–	﹤0.01%	523
2016 Q1	$4.13K	Buy	89 +1	+1%	+$43	﹤0.01%	523
2015 Q4	$4.21K	Buy	88 +1	+1%	+$49	﹤0.01%	523
2015 Q3	$3.89K	Hold	87	–	–	﹤0.01%	539
2015 Q2	$4.59K	Buy	87 +1	+1%	+$54	﹤0.01%	530
2015 Q1	$4.72K	Hold	86	–	–	﹤0.01%	527
2014 Q4	$4.58K	Buy	+86	New	+$4.4K	﹤0.01%	439
2014 Q1	$4.72K	Buy	+86	New	+$4.48K	﹤0.01%	527

Other funds holding WOOD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

CT Financial Advisors's WOOD Position: Q1 2017 in Review

CT Financial Advisors held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q1 2017 at 90 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

CT Financial Advisors first reported a position in WOOD in Q1 2014 and has held it in 11 quarters since. 49 funds tracked by Wall St. Rank hold WOOD as of Q1 2017.

CT Financial Advisors held 90 shares of iShares Global Timber & Forestry ETF worth $5.17K as of Q1 2017.
CT Financial Advisors left its iShares Global Timber & Forestry ETF share count unchanged in Q1 2017.
iShares Global Timber & Forestry ETF made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #503 holding.
CT Financial Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2014 and has held it in 11 quarters since.
49 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.