JPLA
WOOD icon

Joseph P. Lucia & Associates’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-100
Closed -$6K – 484
2019
Q3 		$6K Hold
100
– – 0.01% 359
2019
Q2 		$6K Buy
+100
New +$6.08K 0.01% 358

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Joseph P. Lucia & Associates's WOOD Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2019, closing a stake of 100 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in WOOD in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 iShares Global Timber & Forestry ETF shares in Q4 2019, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in iShares Global Timber & Forestry ETF in Q2 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's iShares Global Timber & Forestry ETF position peaked at $6K in Q3 2019.
  • 83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.