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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.34B AUM 16.05% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AII

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

Long Wharf Investors's WOOD Position: Q2 2014 in Review

Long Wharf Investors increased its iShares Global Timber & Forestry ETF (WOOD) stake by 1.8% in Q2 2014, buying an estimated $40.2K and bringing the position to 44,686 shares worth $2.36M. The position accounts for 1.86% of the portfolio, ranked #9.

Long Wharf Investors first reported a position in WOOD in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.57M in Q2 2013. 58 funds tracked by Wall St. Rank hold WOOD as of Q2 2014.

Long Wharf Investors held 44,686 shares of iShares Global Timber & Forestry ETF worth $2.36M as of Q2 2014.
Long Wharf Investors bought 779 iShares Global Timber & Forestry ETF shares in Q2 2014, an estimated $40.2K.
iShares Global Timber & Forestry ETF made up 1.86% of Long Wharf Investors's portfolio in Q2 2014, its #9 holding.
Long Wharf Investors first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and has held it in 5 quarters since.
Long Wharf Investors's iShares Global Timber & Forestry ETF position peaked at $3.57M in Q2 2013.
58 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.