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Robert N. Shapiro’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Robert N. Shapiro’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
Q4 		$33K Hold
1,344
– – 0.01% 521
2014
Q3 		$32K Hold
1,344
– – 0.01% 553
2014
Q2 		$34K Hold
1,344
– – 0.01% 515
2014
Q1 		$34K Hold
1,344
– – 0.01% 508
2013
Q4 		$35K Hold
1,344
– – 0.01% 507
2013
Q3 		$33K Hold
1,344
– – 0.01% 683
2013
Q2 		$29K Buy
+1,344
New +$30.1K 0.01% 667

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Robert N. Shapiro's CUT Position: Q4 2014 in Review

Robert N. Shapiro held its Invesco MSCI Global Timber ETF (CUT) position steady in Q4 2014 at 1,344 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #521.

Robert N. Shapiro first reported a position in CUT in Q2 2013 and has held it in 7 quarters since. The position peaked at $35K in Q4 2013. 54 funds tracked by Wall St. Rank hold CUT as of Q4 2014.

  • Robert N. Shapiro held 1,344 shares of Invesco MSCI Global Timber ETF worth $33K as of Q4 2014.
  • Robert N. Shapiro left its Invesco MSCI Global Timber ETF share count unchanged in Q4 2014.
  • Invesco MSCI Global Timber ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #521 holding.
  • Robert N. Shapiro first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Invesco MSCI Global Timber ETF position peaked at $35K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.