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MPS Loria Financial Planners’s Invesco MSCI Global Timber ETF CUT Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,000
Closed -$28K – 141
2017
Q2 		$28K Buy
+1,000
New +$27.5K 0.02% 203

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

MPS Loria Financial Planners's CUT Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2017, closing a stake of 1,000 shares — an estimated $28K sold.

MPS Loria Financial Planners first reported a position in CUT in Q2 2017 and held it in 1 quarter. The position peaked at $28K in Q2 2017. 51 funds tracked by Wall St. Rank hold CUT as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,000 Invesco MSCI Global Timber ETF shares in Q3 2017, an estimated $28K.
  • MPS Loria Financial Planners first reported a position in Invesco MSCI Global Timber ETF in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Invesco MSCI Global Timber ETF position peaked at $28K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.