National Planning Corporation’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

National Planning Corporation’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
2017 Q3	–	Sell	-3,914	Closed	-$241K	–	769
2017 Q2	$241K	Buy	+3,914	New	+$234K	0.02%	616
2015 Q1	–	Sell	-4,010	Closed	-$208K	–	2055
2014 Q4	$208K	Buy	+4,010	New	+$205K	0.01%	656

Other funds holding WOOD

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

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

National Planning Corporation's WOOD Position: Q3 2017 in Review

National Planning Corporation sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2017, closing a stake of 3,914 shares — an estimated $241K sold.

National Planning Corporation first reported a position in WOOD in Q4 2014 and held it in 2 quarters. The position peaked at $241K in Q2 2017. 58 funds tracked by Wall St. Rank hold WOOD as of Q3 2017.

National Planning Corporation reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2017 after selling out during the quarter.
National Planning Corporation sold 3,914 iShares Global Timber & Forestry ETF shares in Q3 2017, an estimated $241K.
National Planning Corporation first reported a position in iShares Global Timber & Forestry ETF in Q4 2014 and held it in 2 quarters.
National Planning Corporation's iShares Global Timber & Forestry ETF position peaked at $241K in Q2 2017.
58 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.