Measured Wealth Private Client Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Measured Wealth Private Client Group’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
2018 Q4	–	Sell	-55	Closed	-$4K	–	712
2018 Q3	$4K	Buy	+55	New	+$4.23K	﹤0.01%	728

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

NIC

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

Blume Capital Management Berkeley, California $588M AUM 29.16% 1-Year Est. Return

BSWM

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Measured Wealth Private Client Group's WOOD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2018, closing a stake of 55 shares — an estimated $4K sold.

Measured Wealth Private Client Group first reported a position in WOOD in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 76 funds tracked by Wall St. Rank hold WOOD as of Q4 2018.

Measured Wealth Private Client Group reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 55 iShares Global Timber & Forestry ETF shares in Q4 2018, an estimated $4K.
Measured Wealth Private Client Group first reported a position in iShares Global Timber & Forestry ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's iShares Global Timber & Forestry ETF position peaked at $4K in Q3 2018.
76 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.