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Golden State Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Golden State Wealth Management’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
2019
Q2 		– Sell
-262
Closed -$7K – 1077
2019
Q1 		$7K Buy
+262
New +$7.09K ﹤0.01% 836

Other funds holding CUT

VA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Wealth Management's CUT Position: Q2 2019 in Review

Golden State Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2019, closing a stake of 262 shares — an estimated $7K sold.

Golden State Wealth Management first reported a position in CUT in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 50 funds tracked by Wall St. Rank hold CUT as of Q2 2019.

  • Golden State Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 262 Invesco MSCI Global Timber ETF shares in Q2 2019, an estimated $7K.
  • Golden State Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Invesco MSCI Global Timber ETF position peaked at $7K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.