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New England Securities’s Invesco MSCI Global Timber ETF CUT Stock Holding History

New England Securities’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
2014
Q4 		$10K Buy
+403
New +$9.69K ﹤0.01% 1077
2014
Q1 		– Sell
-100
Closed -$3K – 1737
2013
Q4 		$3K Hold
100
– – ﹤0.01% 1330
2013
Q3 		$2K Hold
100
– – ﹤0.01% 1412
2013
Q2 		$2K Buy
+100
New +$2.24K ﹤0.01% 1247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

New England Securities's CUT Position: Q4 2014 in Review

New England Securities opened a new position in Invesco MSCI Global Timber ETF (CUT) in Q4 2014: 403 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: New England Securities previously reported a position in CUT as recently as Q4 2013.

New England Securities first reported a position in CUT in Q2 2013 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold CUT as of Q4 2014.

  • New England Securities held 403 shares of Invesco MSCI Global Timber ETF worth $10K as of Q4 2014.
  • Invesco MSCI Global Timber ETF was a new New England Securities position in Q4 2014.
  • Invesco MSCI Global Timber ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1077 holding.
  • New England Securities first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.