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SPC Financial Inc’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

SPC Financial Inc’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
2020
Q2 		– Sell
-13,370
Closed -$643K – 141
2020
Q1 		$643K Buy
+13,370
New +$787K 0.16% 77
2018
Q4 		– Sell
-4,153
Closed -$313K – 142
2018
Q3 		$313K Buy
4,153
+690
+20% +$53.1K 0.06% 112
2018
Q2 		$271K Buy
+3,463
New +$279K 0.06% 112

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC Financial Inc's WOOD Position: Q2 2020 in Review

SPC Financial Inc sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2020, closing a stake of 13,370 shares — an estimated $643K sold.

SPC Financial Inc first reported a position in WOOD in Q2 2018 and held it in 3 quarters. The position peaked at $643K in Q1 2020. 54 funds tracked by Wall St. Rank hold WOOD as of Q2 2020.

  • SPC Financial Inc reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2020 after selling out during the quarter.
  • SPC Financial Inc sold 13,370 iShares Global Timber & Forestry ETF shares in Q2 2020, an estimated $643K.
  • SPC Financial Inc first reported a position in iShares Global Timber & Forestry ETF in Q2 2018 and held it in 3 quarters.
  • SPC Financial Inc's iShares Global Timber & Forestry ETF position peaked at $643K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2020.

Based on SPC Financial Inc's 13F filing for Q2 2020, filed 24 Jul 2020.