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Sowell Financial Services’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-337
Closed -$7K – 2490
2020
Q1 		$7K Buy
337
+9
+3% +$229 ﹤0.01% 1704
2019
Q4 		$9K Hold
328
– – ﹤0.01% 1708
2019
Q3 		$9K Buy
+328
New +$8.46K ﹤0.01% 1554

Other funds holding CUT

OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowell Financial Services's CUT Position: Q2 2020 in Review

Sowell Financial Services sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2020, closing a stake of 337 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in CUT in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 35 funds tracked by Wall St. Rank hold CUT as of Q2 2020.

  • Sowell Financial Services reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 337 Invesco MSCI Global Timber ETF shares in Q2 2020, an estimated $7K.
  • Sowell Financial Services first reported a position in Invesco MSCI Global Timber ETF in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Invesco MSCI Global Timber ETF position peaked at $9K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.