Enterprise Financial Services Corp (EFSC)’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020 Q1	–	Sell	-530	Closed	-$36K	–	1364
2019 Q4	$36K	Hold	530	–	–	0.01%	475
2019 Q3	$31K	Hold	530	–	–	0.01%	479
2019 Q2	$32K	Hold	530	–	–	0.01%	491
2019 Q1	$34K	Hold	530	–	–	0.01%	478
2018 Q4	$30K	Hold	530	–	–	0.02%	314
2018 Q3	$40K	Buy	+530	New	+$40.8K	0.02%	318

Other funds holding WOOD

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

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

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

CCMG

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

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

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

BSWM

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s WOOD Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2020, closing a stake of 530 shares — an estimated $36K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WOOD in Q3 2018 and held it in 6 quarters. The position peaked at $40K in Q3 2018. 61 funds tracked by Wall St. Rank hold WOOD as of Q1 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 530 iShares Global Timber & Forestry ETF shares in Q1 2020, an estimated $36K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares Global Timber & Forestry ETF in Q3 2018 and held it in 6 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares Global Timber & Forestry ETF position peaked at $40K in Q3 2018.
61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.