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

Sequoia 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
-15,056
Closed -$390K – 156
2013
Q4 		$390K Buy
+15,056
New +$378K 0.32% 82

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sequoia Financial Advisors's CUT Position: Q1 2014 in Review

Sequoia Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2014, closing a stake of 15,056 shares — an estimated $390K sold.

Sequoia Financial Advisors first reported a position in CUT in Q4 2013 and held it in 1 quarter. The position peaked at $390K in Q4 2013. 57 funds tracked by Wall St. Rank hold CUT as of Q1 2014.

  • Sequoia Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,056 Invesco MSCI Global Timber ETF shares in Q1 2014, an estimated $390K.
  • Sequoia Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2013 and held it in 1 quarter.
  • Sequoia Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $390K in Q4 2013.
  • 57 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2014.

Based on Sequoia Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.