First Allied Advisory Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-44,199	Closed	-$2.59M	–	1615
2019 Q3	$2.59M	Sell	44,199 -747	-2%	-$42.6K	0.09%	250
2019 Q2	$2.69M	Buy	44,946 +4,140	+10%	+$252K	0.09%	245
2019 Q1	$2.59M	Buy	40,806 +1,290	+3%	+$82K	0.09%	246
2018 Q4	$2.26M	Buy	39,516 +4,226	+12%	+$273K	0.09%	248
2018 Q3	$2.65M	Buy	35,290 +4,747	+16%	+$365K	0.09%	241
2018 Q2	$2.38M	Buy	30,543 +838	+3%	+$67.6K	0.09%	252
2018 Q1	$2.32M	Buy	29,705 +55	+0.2%	+$4.17K	0.09%	246
2017 Q4	$2.1M	Buy	29,650 +7,979	+37%	+$556K	0.08%	258
2017 Q3	$1.45M	Buy	+21,671	New	+$1.37M	0.06%	322
2014 Q4	–	Sell	-22,940	Closed	-$1.13M	–	1107
2014 Q3	$1.13M	Sell	22,940 -195	-0.8%	-$10K	0.09%	268
2014 Q2	$1.22M	Sell	23,135 -4,005	-15%	-$207K	0.09%	259
2014 Q1	$1.41M	Sell	27,140 -680	-2%	-$35.4K	0.11%	226
2013 Q4	$1.47M	Sell	27,820 -5,078	-15%	-$259K	0.12%	213
2013 Q3	$1.62M	Sell	32,898 -2,725	-8%	-$131K	0.09%	219
2013 Q2	$1.61M	Buy	+35,623	New	+$1.71M	0.13%	188

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Allied Advisory Services's WOOD Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2019, closing a stake of 44,199 shares — an estimated $2.59M sold.

First Allied Advisory Services first reported a position in WOOD in Q2 2013 and held it in 15 quarters. The position peaked at $2.69M in Q2 2019. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 44,199 iShares Global Timber & Forestry ETF shares in Q4 2019, an estimated $2.59M.
First Allied Advisory Services first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 15 quarters.
First Allied Advisory Services's iShares Global Timber & Forestry ETF position peaked at $2.69M in Q2 2019.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.