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Legacy Private Trust’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Legacy Private Trust’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
Q3 		– Sell
-22,675
Closed -$735K – 229
2018
Q2 		$735K Sell
22,675
-25,721
-53% -$860K 0.09% 151
2018
Q1 		$1.58M Buy
+48,396
New +$1.58M 0.19% 107

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Legacy Private Trust's CUT Position: Q3 2018 in Review

Legacy Private Trust sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2018, closing a stake of 22,675 shares — an estimated $735K sold.

Legacy Private Trust first reported a position in CUT in Q1 2018 and held it in 2 quarters. The position peaked at $1.58M in Q1 2018. 57 funds tracked by Wall St. Rank hold CUT as of Q3 2018.

  • Legacy Private Trust reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Private Trust sold 22,675 Invesco MSCI Global Timber ETF shares in Q3 2018, an estimated $735K.
  • Legacy Private Trust first reported a position in Invesco MSCI Global Timber ETF in Q1 2018 and held it in 2 quarters.
  • Legacy Private Trust's Invesco MSCI Global Timber ETF position peaked at $1.58M in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2018.

Based on Legacy Private Trust's 13F filing for Q3 2018, filed 10 Oct 2018.