Edmond de Rothschild Holding’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Edmond de Rothschild Holding’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	-300	Closed	-$23K	–	775
2018 Q2	$23K	Sell	300 -85	-22%	-$6.86K	﹤0.01%	670
2018 Q1	$30K	Hold	385	–	–	﹤0.01%	675
2017 Q4	$27K	Hold	385	–	–	﹤0.01%	692
2017 Q3	$26K	Hold	385	–	–	﹤0.01%	715
2017 Q2	$24K	Hold	385	–	–	﹤0.01%	724
2017 Q1	$22K	Buy	+385	New	+$21.6K	﹤0.01%	734

Other funds holding WOOD

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edmond de Rothschild Holding's WOOD Position: Q3 2018 in Review

Edmond de Rothschild Holding sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2018, closing a stake of 300 shares — an estimated $23K sold.

Edmond de Rothschild Holding first reported a position in WOOD in Q1 2017 and held it in 6 quarters. The position peaked at $30K in Q1 2018. 84 funds tracked by Wall St. Rank hold WOOD as of Q3 2018.

Edmond de Rothschild Holding reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2018 after selling out during the quarter.
Edmond de Rothschild Holding sold 300 iShares Global Timber & Forestry ETF shares in Q3 2018, an estimated $23K.
Edmond de Rothschild Holding first reported a position in iShares Global Timber & Forestry ETF in Q1 2017 and held it in 6 quarters.
Edmond de Rothschild Holding's iShares Global Timber & Forestry ETF position peaked at $30K in Q1 2018.
84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2018, filed 14 Nov 2018.