TWM
WOOD icon

Torch Wealth Management’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Torch Wealth Management’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
2014
Q2 		– Sell
-200
Closed -$10K – 287
2014
Q1 		$10K Buy
+200
New +$10.4K 0.01% 261

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return

Torch Wealth Management's WOOD Position: Q2 2014 in Review

Torch Wealth Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2014, closing a stake of 200 shares — an estimated $10K sold.

Torch Wealth Management first reported a position in WOOD in Q1 2014 and held it in 1 quarter. The position peaked at $10K in Q1 2014. 58 funds tracked by Wall St. Rank hold WOOD as of Q2 2014.

  • Torch Wealth Management reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 200 iShares Global Timber & Forestry ETF shares in Q2 2014, an estimated $10K.
  • Torch Wealth Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2014 and held it in 1 quarter.
  • Torch Wealth Management's iShares Global Timber & Forestry ETF position peaked at $10K in Q1 2014.
  • 58 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.