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

JNBA 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
Q4 		– Sell
-767
Closed -$25K – 570
2018
Q3 		$25K Buy
+767
New +$24.9K 0.01% 293

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JNBA Financial Advisors's CUT Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2018, closing a stake of 767 shares — an estimated $25K sold.

JNBA Financial Advisors first reported a position in CUT in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 52 funds tracked by Wall St. Rank hold CUT as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 767 Invesco MSCI Global Timber ETF shares in Q4 2018, an estimated $25K.
  • JNBA Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $25K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.