JP Morgan Private Wealth Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

JP Morgan Private Wealth 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
2015 Q3	–	Sell	-10,627	Closed	-$271K	–	1075
2015 Q2	$271K	Buy	10,627 +308	+3%	+$8.09K	﹤0.01%	881
2015 Q1	$264K	Hold	10,319	–	–	﹤0.01%	939
2014 Q4	$250K	Hold	10,319	–	–	﹤0.01%	936
2014 Q3	$243K	Sell	10,319 -553	-5%	-$13.5K	﹤0.01%	914
2014 Q2	$274K	Sell	10,872 -234,642	-96%	-$5.89M	﹤0.01%	731
2014 Q1	$6.21M	Buy	245,514 +10,070	+4%	+$256K	0.11%	179
2013 Q4	$6.1M	Buy	235,444 +22,299	+10%	+$560K	0.12%	173
2013 Q3	$5.2M	Buy	213,145 +24,500	+13%	+$572K	0.12%	181
2013 Q2	$4.09M	Buy	+188,645	New	+$4.23M	0.1%	187

Other funds holding CUT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFG

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

JP Morgan Private Wealth Advisors's CUT Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2015, closing a stake of 10,627 shares — an estimated $271K sold.

JP Morgan Private Wealth Advisors first reported a position in CUT in Q2 2013 and held it in 9 quarters. The position peaked at $6.21M in Q1 2014. 51 funds tracked by Wall St. Rank hold CUT as of Q3 2015.

JP Morgan Private Wealth Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,627 Invesco MSCI Global Timber ETF shares in Q3 2015, an estimated $271K.
JP Morgan Private Wealth Advisors first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Invesco MSCI Global Timber ETF position peaked at $6.21M in Q1 2014.
51 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.