SW
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SVB Wealth’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

SVB Wealth’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
2019
Q3 		– Sell
-33,042
Closed -$1.98M – 533
2019
Q2 		$1.98M Buy
+33,042
New +$2.01M 0.07% 207

Other funds holding WOOD

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth's WOOD Position: Q3 2019 in Review

SVB Wealth sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2019, closing a stake of 33,042 shares — an estimated $1.98M sold.

SVB Wealth first reported a position in WOOD in Q2 2019 and held it in 1 quarter. The position peaked at $1.98M in Q2 2019. 66 funds tracked by Wall St. Rank hold WOOD as of Q3 2019.

  • SVB Wealth reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2019 after selling out during the quarter.
  • SVB Wealth sold 33,042 iShares Global Timber & Forestry ETF shares in Q3 2019, an estimated $1.98M.
  • SVB Wealth first reported a position in iShares Global Timber & Forestry ETF in Q2 2019 and held it in 1 quarter.
  • SVB Wealth's iShares Global Timber & Forestry ETF position peaked at $1.98M in Q2 2019.
  • 66 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2019.

Based on SVB Wealth's 13F filing for Q3 2019, filed 1 Nov 2019.