First Heartland Consultants’s Invesco MSCI Global Timber ETF CUT Stock Holding History

First Heartland Consultants’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
2013 Q3	–	Sell	-3,000	Closed	-$65K	–	232
2013 Q2	$65K	Buy	+3,000	New	+$67.2K	0.04%	252

Other funds holding CUT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

First Heartland Consultants's CUT Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2013, closing a stake of 3,000 shares — an estimated $65K sold.

First Heartland Consultants first reported a position in CUT in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 54 funds tracked by Wall St. Rank hold CUT as of Q3 2013.

First Heartland Consultants reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2013 after selling out during the quarter.
First Heartland Consultants sold 3,000 Invesco MSCI Global Timber ETF shares in Q3 2013, an estimated $65K.
First Heartland Consultants first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and held it in 1 quarter.
First Heartland Consultants's Invesco MSCI Global Timber ETF position peaked at $65K in Q2 2013.
54 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.