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Regal Investment Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-350
Closed -$15K – 882
2015
Q3 		$15K Buy
+350
New +$17.3K ﹤0.01% 620

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
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Regal Investment Advisors's WOOD Position: Q4 2015 in Review

Regal Investment Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2015, closing a stake of 350 shares — an estimated $15K sold.

Regal Investment Advisors first reported a position in WOOD in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 62 funds tracked by Wall St. Rank hold WOOD as of Q4 2015.

  • Regal Investment Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 350 iShares Global Timber & Forestry ETF shares in Q4 2015, an estimated $15K.
  • Regal Investment Advisors first reported a position in iShares Global Timber & Forestry ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Global Timber & Forestry ETF position peaked at $15K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.