LWI
WOOD icon

Long Wharf Investors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Long Wharf Investors’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 		$2.36M Buy
44,686
+779
+2% +$40.2K 1.86% 9
2014
Q1 		$2.27M Sell
43,907
-14,237
-24% -$741K 1.95% 9
2013
Q4 		$3.08M Sell
58,144
-5,852
-9% -$299K 2.78% 6
2013
Q3 		$3.16M Sell
63,996
-14,873
-19% -$717K 3.01% 5
2013
Q2 		$3.57M Buy
+78,869
New +$3.79M 3.51% 4

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