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

Lattice 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
2014
Q2 		– Sell
-8,661
Closed -$449K – 105
2014
Q1 		$449K Sell
8,661
-1,280
-13% -$66.7K 0.23% 79
2013
Q4 		$526K Sell
9,941
-2,450
-20% -$125K 0.29% 75
2013
Q3 		$612K Sell
12,391
-9,155
-42% -$442K 0.33% 68
2013
Q2 		$975K Buy
+21,546
New +$1.03M 0.59% 45

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return

Lattice Strategies's WOOD Position: Q2 2014 in Review

Lattice Strategies sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2014, closing a stake of 8,661 shares — an estimated $449K sold.

Lattice Strategies first reported a position in WOOD in Q2 2013 and held it in 4 quarters. The position peaked at $975K in Q2 2013. 58 funds tracked by Wall St. Rank hold WOOD as of Q2 2014.

  • Lattice Strategies reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2014 after selling out during the quarter.
  • Lattice Strategies sold 8,661 iShares Global Timber & Forestry ETF shares in Q2 2014, an estimated $449K.
  • Lattice Strategies first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 4 quarters.
  • Lattice Strategies's iShares Global Timber & Forestry ETF position peaked at $975K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2014.

Based on Lattice Strategies's 13F filing for Q2 2014, filed 30 Jul 2014.