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Plante Moran Financial Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-1,012
Closed -$26K – 633
2013
Q4 		$26K Buy
+1,012
New +$25.4K 0.01% 314

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AIP
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JMPWA
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TAT
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's CUT Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2014, closing a stake of 1,012 shares — an estimated $26K sold.

Plante Moran Financial Advisors first reported a position in CUT in Q4 2013 and held it in 1 quarter. The position peaked at $26K in Q4 2013. 57 funds tracked by Wall St. Rank hold CUT as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,012 Invesco MSCI Global Timber ETF shares in Q1 2014, an estimated $26K.
  • Plante Moran Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $26K in Q4 2013.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.