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Pinkerton Retirement Specialists’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Pinkerton Retirement Specialists’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
Q4 		– Sell
-64
Closed -$4K – 226
2017
Q3 		$4K Buy
64
+2
+3% +$127 ﹤0.01% 136
2017
Q2 		$4K Buy
+62
New +$3.71K ﹤0.01% 155

Other funds holding WOOD

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Pinkerton Retirement Specialists's WOOD Position: Q4 2017 in Review

Pinkerton Retirement Specialists sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2017, closing a stake of 64 shares — an estimated $4K sold.

Pinkerton Retirement Specialists first reported a position in WOOD in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 70 funds tracked by Wall St. Rank hold WOOD as of Q4 2017.

  • Pinkerton Retirement Specialists reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 64 iShares Global Timber & Forestry ETF shares in Q4 2017, an estimated $4K.
  • Pinkerton Retirement Specialists first reported a position in iShares Global Timber & Forestry ETF in Q2 2017 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's iShares Global Timber & Forestry ETF position peaked at $4K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2017, filed 8 Feb 2018.