Sigma Planning Corp’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Sigma Planning Corp’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
2017 Q2	–	Sell	-10,125	Closed	-$584K	–	829
2017 Q1	$584K	Buy	10,125 +1,551	+18%	+$86.9K	0.06%	350
2016 Q4	$460K	Buy	+8,574	New	+$441K	0.05%	372

Other funds holding WOOD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Sigma Planning Corp's WOOD Position: Q2 2017 in Review

Sigma Planning Corp sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2017, closing a stake of 10,125 shares — an estimated $584K sold.

Sigma Planning Corp first reported a position in WOOD in Q4 2016 and held it in 2 quarters. The position peaked at $584K in Q1 2017. 52 funds tracked by Wall St. Rank hold WOOD as of Q2 2017.

Sigma Planning Corp reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2017 after selling out during the quarter.
Sigma Planning Corp sold 10,125 iShares Global Timber & Forestry ETF shares in Q2 2017, an estimated $584K.
Sigma Planning Corp first reported a position in iShares Global Timber & Forestry ETF in Q4 2016 and held it in 2 quarters.
Sigma Planning Corp's iShares Global Timber & Forestry ETF position peaked at $584K in Q1 2017.
52 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2017.

Based on Sigma Planning Corp's 13F filing for Q2 2017, filed 2 Aug 2017.