Interactive Financial Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-36	Closed	-$1K	–	107
2017 Q4	$1K	Sell	36 -50	-58%	-$1.56K	﹤0.01%	108
2017 Q3	$3K	Sell	86 -153	-64%	-$4.45K	﹤0.01%	96
2017 Q2	$7K	Sell	239 -83	-26%	-$2.28K	﹤0.01%	94
2017 Q1	$8K	Buy	+322	New	+$8.39K	﹤0.01%	95
2016 Q4	–	Sell	-767	Closed	-$19K	–	109
2016 Q3	$19K	Buy	+767	New	+$18.7K	0.01%	87
2016 Q1	–	Sell	-1,124	Closed	-$26K	–	104
2015 Q4	$26K	Buy	+1,124	New	+$27.5K	0.02%	72
2015 Q3	–	Sell	-513	Closed	-$13K	–	107
2015 Q2	$13K	Buy	513 +72	+16%	+$1.89K	0.01%	81
2015 Q1	$11K	Buy	+441	New	+$11.1K	0.01%	94
2014 Q4	–	Sell	-179	Closed	-$4K	–	91
2014 Q3	$4K	Buy	+179	New	+$4.38K	﹤0.01%	85

Other funds holding CUT

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

AWM

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Interactive Financial Advisors's CUT Position: Q1 2018 in Review

Interactive Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2018, closing a stake of 36 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in CUT in Q3 2014 and held it in 9 quarters. The position peaked at $26K in Q4 2015. 53 funds tracked by Wall St. Rank hold CUT as of Q1 2018.

Interactive Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2018 after selling out during the quarter.
Interactive Financial Advisors sold 36 Invesco MSCI Global Timber ETF shares in Q1 2018, an estimated $1K.
Interactive Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q3 2014 and held it in 9 quarters.
Interactive Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $26K in Q4 2015.
53 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2018.

Based on Interactive Financial Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.