EWM
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Executive Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Executive Wealth Management’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,205
Closed -$33K – 278
2019
Q2 		$33K Hold
1,205
– – ﹤0.01% 375
2019
Q1 		$33K Hold
1,205
– – 0.01% 338
2018
Q4 		$29K Buy
+1,205
New +$33.1K 0.01% 367

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Executive Wealth Management's CUT Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2019, closing a stake of 1,205 shares — an estimated $33K sold.

Executive Wealth Management first reported a position in CUT in Q4 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2019. 42 funds tracked by Wall St. Rank hold CUT as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,205 Invesco MSCI Global Timber ETF shares in Q3 2019, an estimated $33K.
  • Executive Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco MSCI Global Timber ETF position peaked at $33K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.