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Transcend Capital Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Transcend Capital Advisors’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
-17,850
Closed -$859K – 214
2020
Q1 		$859K Sell
17,850
-910
-5% -$53.6K 0.26% 103
2019
Q4 		$1.26M Buy
+18,760
New +$1.2M 0.34% 91

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

Transcend Capital Advisors's WOOD Position: Q2 2020 in Review

Transcend Capital Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q2 2020, closing a stake of 17,850 shares — an estimated $859K sold.

Transcend Capital Advisors first reported a position in WOOD in Q4 2019 and held it in 2 quarters. The position peaked at $1.26M in Q4 2019. 54 funds tracked by Wall St. Rank hold WOOD as of Q2 2020.

  • Transcend Capital Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q2 2020 after selling out during the quarter.
  • Transcend Capital Advisors sold 17,850 iShares Global Timber & Forestry ETF shares in Q2 2020, an estimated $859K.
  • Transcend Capital Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2019 and held it in 2 quarters.
  • Transcend Capital Advisors's iShares Global Timber & Forestry ETF position peaked at $1.26M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q2 2020.

Based on Transcend Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.