Fusion Family Wealth’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-29	Closed	-$2K	–	244
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	227
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	242
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	261
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	245
2017 Q4	$2K	Buy	+29	New	+$2.02K	﹤0.01%	257

Other funds holding WOOD

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Fusion Family Wealth's WOOD Position: Q1 2019 in Review

Fusion Family Wealth sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2019, closing a stake of 29 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in WOOD in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 72 funds tracked by Wall St. Rank hold WOOD as of Q1 2019.

Fusion Family Wealth reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 29 iShares Global Timber & Forestry ETF shares in Q1 2019, an estimated $2K.
Fusion Family Wealth first reported a position in iShares Global Timber & Forestry ETF in Q4 2017 and held it in 5 quarters.
Fusion Family Wealth's iShares Global Timber & Forestry ETF position peaked at $2K in Q4 2018.
72 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.