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TRUE Private Wealth Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

TRUE Private Wealth 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
2016
Q1 		– Sell
-4,555
Closed -$218K – 140
2015
Q4 		$218K Buy
+4,555
New +$224K 0.1% 84

Other funds holding WOOD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TRUE Private Wealth Advisors's WOOD Position: Q1 2016 in Review

TRUE Private Wealth Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q1 2016, closing a stake of 4,555 shares — an estimated $218K sold.

TRUE Private Wealth Advisors first reported a position in WOOD in Q4 2015 and held it in 1 quarter. The position peaked at $218K in Q4 2015. 55 funds tracked by Wall St. Rank hold WOOD as of Q1 2016.

  • TRUE Private Wealth Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q1 2016 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,555 iShares Global Timber & Forestry ETF shares in Q1 2016, an estimated $218K.
  • TRUE Private Wealth Advisors first reported a position in iShares Global Timber & Forestry ETF in Q4 2015 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's iShares Global Timber & Forestry ETF position peaked at $218K in Q4 2015.
  • 55 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q1 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.