FHC
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First Heartland Consultants’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-1,000
Closed -$45K – 378
2013
Q2 		$45K Buy
+1,000
New +$48K 0.03% 274

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

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

First Heartland Consultants sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2013, closing a stake of 1,000 shares — an estimated $45K sold.

First Heartland Consultants first reported a position in WOOD in Q2 2013 and held it in 1 quarter. The position peaked at $45K in Q2 2013. 57 funds tracked by Wall St. Rank hold WOOD as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,000 iShares Global Timber & Forestry ETF shares in Q3 2013, an estimated $45K.
  • First Heartland Consultants first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares Global Timber & Forestry ETF position peaked at $45K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2013.

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