MYCIO Wealth Partners’s Invesco MSCI Global Timber ETF CUT Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-194	Closed	-$5K	–	308
2016 Q3	$5K	Hold	194	–	–	﹤0.01%	659
2016 Q2	$4K	Hold	194	–	–	﹤0.01%	702
2016 Q1	$4K	Buy	194 +3	+2%	+$64	﹤0.01%	618
2015 Q4	$5K	Hold	191	–	–	﹤0.01%	603
2015 Q3	$4K	Hold	191	–	–	﹤0.01%	682
2015 Q2	$5K	Hold	191	–	–	﹤0.01%	586
2015 Q1	$5K	Buy	191 +5	+3%	+$125	﹤0.01%	542
2014 Q4	$5K	Hold	186	–	–	﹤0.01%	519
2014 Q3	$4K	Hold	186	–	–	﹤0.01%	530
2014 Q2	$5K	Hold	186	–	–	﹤0.01%	532
2014 Q1	$5K	Buy	+186	New	+$4.74K	﹤0.01%	528

Other funds holding CUT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

MYCIO Wealth Partners's CUT Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2016, closing a stake of 194 shares — an estimated $5K sold.

MYCIO Wealth Partners first reported a position in CUT in Q1 2014 and held it in 11 quarters. The position peaked at $5K in Q3 2016. 47 funds tracked by Wall St. Rank hold CUT as of Q4 2016.

MYCIO Wealth Partners reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 194 Invesco MSCI Global Timber ETF shares in Q4 2016, an estimated $5K.
MYCIO Wealth Partners first reported a position in Invesco MSCI Global Timber ETF in Q1 2014 and held it in 11 quarters.
MYCIO Wealth Partners's Invesco MSCI Global Timber ETF position peaked at $5K in Q3 2016.
47 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.