Juncture Wealth Strategies’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Juncture Wealth Strategies’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
2016 Q2	–	Sell	-15,917	Closed	-$746K	–	77
2016 Q1	$746K	Buy	15,917 +3,050	+24%	+$132K	0.55%	47
2015 Q4	$615K	Sell	12,867 -2,917	-18%	-$143K	0.46%	54
2015 Q3	$703K	Buy	15,784 +3,175	+25%	+$157K	0.57%	47
2015 Q2	$662K	Buy	12,609 +705	+6%	+$38.4K	0.54%	46
2015 Q1	$650K	Sell	11,904 -8,334	-41%	-$453K	0.53%	46
2014 Q4	$1.08M	Buy	+20,238	New	+$1.04M	0.52%	47

Other funds holding WOOD

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Juncture Wealth Strategies's WOOD Position: Q2 2016 in Review

Juncture Wealth Strategies sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2016, closing a stake of 15,917 shares — an estimated $746K sold.

Juncture Wealth Strategies first reported a position in WOOD in Q4 2014 and held it in 6 quarters. The position peaked at $1.08M in Q4 2014. 46 funds tracked by Wall St. Rank hold WOOD as of Q2 2016.

Juncture Wealth Strategies reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2016 after selling out during the quarter.
Juncture Wealth Strategies sold 15,917 iShares Global Timber & Forestry ETF shares in Q2 2016, an estimated $746K.
Juncture Wealth Strategies first reported a position in iShares Global Timber & Forestry ETF in Q4 2014 and held it in 6 quarters.
Juncture Wealth Strategies's iShares Global Timber & Forestry ETF position peaked at $1.08M in Q4 2014.
46 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2016.

Based on Juncture Wealth Strategies's 13F filing for Q2 2016, filed 14 Jul 2016.