FANJ
CUT icon

Financial Architects (New Jersey)’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Financial Architects (New Jersey)’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
2014
Q4 		– Sell
-100
Closed -$2K – 962
2014
Q3 		$2K Hold
100
– – ﹤0.01% 831
2014
Q2 		$3K Buy
+100
New +$2.51K ﹤0.01% 833
2013
Q4 		– Sell
-100
Closed -$2K – 243
2013
Q3 		$2K Hold
100
– – ﹤0.01% 684
2013
Q2 		$2K Buy
+100
New +$2.24K ﹤0.01% 599

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Architects (New Jersey)'s CUT Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2014, closing a stake of 100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in CUT in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 54 funds tracked by Wall St. Rank hold CUT as of Q4 2014.

  • Financial Architects (New Jersey) reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Invesco MSCI Global Timber ETF shares in Q4 2014, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Invesco MSCI Global Timber ETF position peaked at $3K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.