Financial Gravity Companies’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Financial Gravity Companies’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
2018 Q4	$6K	Buy	+224	New	+$6.16K	0.01%	666
2018 Q1	$11K	Sell	323 -32	-9%	-$1.04K	0.01%	571
2017 Q4	$12K	Buy	+355	New	+$11.1K	0.01%	544

Other funds holding CUT

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

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

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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Companies's CUT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco MSCI Global Timber ETF (CUT) in Q4 2018: 224 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CUT as recently as Q1 2018.

Financial Gravity Companies first reported a position in CUT in Q4 2017 and has held it in 3 quarters since. The position peaked at $12K in Q4 2017. 52 funds tracked by Wall St. Rank hold CUT as of Q4 2018.

Financial Gravity Companies held 224 shares of Invesco MSCI Global Timber ETF worth $6K as of Q4 2018.
Invesco MSCI Global Timber ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco MSCI Global Timber ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #666 holding.
Financial Gravity Companies first reported a position in Invesco MSCI Global Timber ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Invesco MSCI Global Timber ETF position peaked at $12K in Q4 2017.
52 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.