KMS Financial Services’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

KMS Financial Services’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
2014 Q3	$232K	Hold	4,705	–	–	0.03%	446
2014 Q2	$249K	Hold	4,705	–	–	0.04%	433
2014 Q1	$244K	Hold	4,705	–	–	0.04%	431
2013 Q4	$249K	Hold	4,705	–	–	0.04%	413
2013 Q3	$232K	Sell	4,705 -1,000	-18%	-$48.2K	0.06%	359
2013 Q2	$258K	Buy	+5,705	New	+$274K	0.07%	294

Other funds holding WOOD

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

NIC

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

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

TIM

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

KMS Financial Services's WOOD Position: Q3 2014 in Review

KMS Financial Services held its iShares Global Timber & Forestry ETF (WOOD) position steady in Q3 2014 at 4,705 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #446.

KMS Financial Services first reported a position in WOOD in Q2 2013 and has held it in 6 quarters since. The position peaked at $258K in Q2 2013. 59 funds tracked by Wall St. Rank hold WOOD as of Q3 2014.

KMS Financial Services held 4,705 shares of iShares Global Timber & Forestry ETF worth $232K as of Q3 2014.
KMS Financial Services left its iShares Global Timber & Forestry ETF share count unchanged in Q3 2014.
iShares Global Timber & Forestry ETF made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #446 holding.
KMS Financial Services first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's iShares Global Timber & Forestry ETF position peaked at $258K in Q2 2013.
59 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.