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New England Securities’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

New England Securities’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
2014
Q4 		– Sell
-70
Closed -$3K – 1742
2014
Q3 		$3K Hold
70
– – ﹤0.01% 1428
2014
Q2 		$4K Hold
70
– – ﹤0.01% 1404
2014
Q1 		$4K Sell
70
-108
-61% -$5.63K ﹤0.01% 1354
2013
Q4 		$9K Buy
178
+108
+154% +$5.51K ﹤0.01% 1070
2013
Q3 		$3K Sell
70
-10
-13% -$482 ﹤0.01% 1354
2013
Q2 		$4K Buy
+80
New +$3.84K ﹤0.01% 1124

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

New England Securities sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2014, closing a stake of 70 shares — an estimated $3K sold.

New England Securities first reported a position in WOOD in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q4 2013. 61 funds tracked by Wall St. Rank hold WOOD as of Q4 2014.

  • New England Securities reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2014 after selling out during the quarter.
  • New England Securities sold 70 iShares Global Timber & Forestry ETF shares in Q4 2014, an estimated $3K.
  • New England Securities first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 6 quarters.
  • New England Securities's iShares Global Timber & Forestry ETF position peaked at $9K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2014.

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