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Portfolio Strategies’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Portfolio Strategies’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
2018
Q4 		– Sell
-33
Closed -$2K – 203
2018
Q3 		$2K Hold
33
– – ﹤0.01% 214
2018
Q2 		$3K Sell
33
-31
-48% -$2.5K ﹤0.01% 212
2018
Q1 		$5K Buy
+64
New +$4.85K ﹤0.01% 198

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 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

Portfolio Strategies's WOOD Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2018, closing a stake of 33 shares — an estimated $2K sold.

Portfolio Strategies first reported a position in WOOD in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 76 funds tracked by Wall St. Rank hold WOOD as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 33 iShares Global Timber & Forestry ETF shares in Q4 2018, an estimated $2K.
  • Portfolio Strategies first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and held it in 3 quarters.
  • Portfolio Strategies's iShares Global Timber & Forestry ETF position peaked at $5K in Q1 2018.
  • 76 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.