Gradient Investments’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Gradient Investments’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
2018 Q3	–	Sell	-100	Closed	-$3K	–	989
2018 Q2	$3K	Buy	+100	New	+$3.34K	﹤0.01%	762
2014 Q1	–	Sell	-411	Closed	-$11K	–	540
2013 Q4	$11K	Hold	411	–	–	﹤0.01%	374
2013 Q3	$10K	Hold	411	–	–	﹤0.01%	283
2013 Q2	$9K	Buy	+411	New	+$9.21K	﹤0.01%	276

Other funds holding CUT

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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Gradient Investments's CUT Position: Q3 2018 in Review

Gradient Investments sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2018, closing a stake of 100 shares — an estimated $3K sold.

Gradient Investments first reported a position in CUT in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q4 2013. 57 funds tracked by Wall St. Rank hold CUT as of Q3 2018.

Gradient Investments reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2018 after selling out during the quarter.
Gradient Investments sold 100 Invesco MSCI Global Timber ETF shares in Q3 2018, an estimated $3K.
Gradient Investments first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and held it in 4 quarters.
Gradient Investments's Invesco MSCI Global Timber ETF position peaked at $11K in Q4 2013.
57 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2018.

Based on Gradient Investments's 13F filing for Q3 2018, filed 11 Oct 2018.