Patten Group’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-25	Closed	-$1K	–	544
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	584
2018 Q3	$2K	Sell	25 -40	-62%	-$3.08K	﹤0.01%	657
2018 Q2	$5K	Hold	65	–	–	﹤0.01%	590
2018 Q1	$5K	Hold	65	–	–	﹤0.01%	515
2017 Q4	$5K	Hold	65	–	–	﹤0.01%	541
2017 Q3	$4K	Hold	65	–	–	﹤0.01%	550
2017 Q2	$4K	Hold	65	–	–	﹤0.01%	562
2017 Q1	$4K	Hold	65	–	–	﹤0.01%	546
2016 Q4	$4K	Hold	65	–	–	﹤0.01%	529
2016 Q3	$3.16K	Hold	65	–	–	﹤0.01%	552
2016 Q2	$2.94K	Hold	65	–	–	﹤0.01%	556
2016 Q1	$3.04K	Sell	65 -25	-28%	-$1.08K	﹤0.01%	576
2015 Q4	$4.3K	Sell	90 -225	-71%	-$11.1K	﹤0.01%	579
2015 Q3	$14K	Sell	315 -115	-27%	-$5.69K	0.01%	401
2015 Q2	$22.6K	Buy	+430	New	+$23.4K	0.01%	366
2015 Q1	–	Sell	-460	Closed	-$24K	–	250
2014 Q4	$24K	Buy	+460	New	+$23.5K	0.01%	214

Other funds holding WOOD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Patten Group's WOOD Position: Q1 2019 in Review

Patten Group sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2019, closing a stake of 25 shares — an estimated $1K sold.

Patten Group first reported a position in WOOD in Q4 2014 and held it in 16 quarters. The position peaked at $24K in Q4 2014. 72 funds tracked by Wall St. Rank hold WOOD as of Q1 2019.

Patten Group reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 25 iShares Global Timber & Forestry ETF shares in Q1 2019, an estimated $1K.
Patten Group first reported a position in iShares Global Timber & Forestry ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares Global Timber & Forestry ETF position peaked at $24K in Q4 2014.
72 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.