Mark Sheptoff Financial Planning’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Mark Sheptoff Financial Planning’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
2016 Q2	–	Sell	-150	Closed	-$7K	–	377
2016 Q1	$7K	Hold	150	–	–	0.01%	265
2015 Q4	$7K	Hold	150	–	–	0.01%	292
2015 Q3	$7K	Hold	150	–	–	0.01%	272
2015 Q2	$8K	Sell	150 -200	-57%	-$10.9K	0.01%	286
2015 Q1	$19K	Hold	350	–	–	0.02%	225
2014 Q4	$19K	Hold	350	–	–	0.02%	224
2014 Q3	$17K	Sell	350 -100	-22%	-$5.13K	0.02%	239
2014 Q2	$24K	Hold	450	–	–	0.02%	216
2014 Q1	$23K	Buy	+450	New	+$23.4K	0.02%	228

Other funds holding WOOD

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

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

NIC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

TIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's WOOD Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2016, closing a stake of 150 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in WOOD in Q1 2014 and held it in 9 quarters. The position peaked at $24K in Q2 2014. 46 funds tracked by Wall St. Rank hold WOOD as of Q2 2016.

Mark Sheptoff Financial Planning reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2016 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 150 iShares Global Timber & Forestry ETF shares in Q2 2016, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in iShares Global Timber & Forestry ETF in Q1 2014 and held it in 9 quarters.
Mark Sheptoff Financial Planning's iShares Global Timber & Forestry ETF position peaked at $24K in Q2 2014.
46 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.