D.A. Davidson & Co’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

D.A. Davidson & Co’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
2016 Q4	–	Sell	-116	Closed	-$5K	–	2527
2016 Q3	$5K	Hold	116	–	–	﹤0.01%	2201
2016 Q2	$5K	Hold	116	–	–	﹤0.01%	2131
2016 Q1	$5K	Hold	116	–	–	﹤0.01%	2045
2015 Q4	$5K	Buy	+116	New	+$5.71K	﹤0.01%	2036
2013 Q4	–	Sell	-100	Closed	-$4K	–	2134
2013 Q3	$4K	Hold	100	–	–	﹤0.01%	1603
2013 Q2	$4K	Buy	+100	New	+$4.8K	﹤0.01%	1562

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

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

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

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

BSWM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

TIM

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

D.A. Davidson & Co's WOOD Position: Q4 2016 in Review

D.A. Davidson & Co sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2016, closing a stake of 116 shares — an estimated $5K sold.

D.A. Davidson & Co first reported a position in WOOD in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2016. 48 funds tracked by Wall St. Rank hold WOOD as of Q4 2016.

D.A. Davidson & Co reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2016 after selling out during the quarter.
D.A. Davidson & Co sold 116 iShares Global Timber & Forestry ETF shares in Q4 2016, an estimated $5K.
D.A. Davidson & Co first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 6 quarters.
D.A. Davidson & Co's iShares Global Timber & Forestry ETF position peaked at $5K in Q3 2016.
48 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2016.

Based on D.A. Davidson & Co's 13F filing for Q4 2016, filed 15 Feb 2017.