Kiley Juergens Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Kiley Juergens Wealth Management’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	-514	Closed	-$16K	–	169
2018 Q3	$16K	Buy	+514	New	+$16.7K	0.01%	396

Other funds holding CUT

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiley Juergens Wealth Management's CUT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2018, closing a stake of 514 shares — an estimated $16K sold.

Kiley Juergens Wealth Management first reported a position in CUT in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 52 funds tracked by Wall St. Rank hold CUT as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 514 Invesco MSCI Global Timber ETF shares in Q4 2018, an estimated $16K.
Kiley Juergens Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q3 2018 and held it in 1 quarter.
Kiley Juergens Wealth Management's Invesco MSCI Global Timber ETF position peaked at $16K in Q3 2018.
52 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.