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United Capital Financial Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

United Capital Financial Advisors’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,388
Closed -$237K – 1169
2021
Q4 		$237K Hold
6,388
– – ﹤0.01% 1097
2021
Q3 		$231K Buy
6,388
+657
+11% +$24.9K ﹤0.01% 1095
2021
Q2 		$215K Hold
5,731
– – ﹤0.01% 1140
2021
Q1 		$206K Buy
+5,731
New +$201K ﹤0.01% 1114
2020
Q1 		– Sell
-8,340
Closed -$241K – 1232
2019
Q4 		$241K Sell
8,340
-618
-7% -$17.3K ﹤0.01% 1229
2019
Q3 		$233K Sell
8,958
-160
-2% -$4.13K ﹤0.01% 1145
2019
Q2 		$246K Sell
9,118
-1,444
-14% -$38.5K ﹤0.01% 1291
2019
Q1 		$290K Sell
10,562
-3,311
-24% -$89.7K ﹤0.01% 1134
2018
Q4 		$334K Sell
13,873
-45,182
-77% -$1.24M ﹤0.01% 1032
2018
Q3 		$1.89M Sell
59,055
-58,378
-50% -$1.9M 0.01% 628
2018
Q2 		$3.81M Sell
117,433
-8,356
-7% -$279K 0.03% 464
2018
Q1 		$4.12M Buy
125,789
+4,525
+4% +$147K 0.03% 444
2017
Q4 		$3.86M Buy
121,264
+5,329
+5% +$166K 0.03% 456
2017
Q3 		$3.49M Buy
115,935
+6,155
+6% +$179K 0.03% 447
2017
Q2 		$3.14M Buy
109,780
+9,532
+10% +$262K 0.03% 469
2017
Q1 		$2.64M Buy
100,248
+12,329
+14% +$321K 0.02% 499
2016
Q4 		$2.18M Buy
87,919
+15,595
+22% +$385K 0.02% 546
2016
Q3 		$1.8M Buy
72,324
+21,061
+41% +$512K 0.02% 616
2016
Q2 		$1.18M Buy
51,263
+2,301
+5% +$53.1K 0.01% 688
2016
Q1 		$1.13M Buy
48,962
+4,157
+9% +$88.8K 0.01% 674
2015
Q4 		$1.06M Buy
+44,805
New +$1.1M 0.01% 683

Other funds holding CUT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

United Capital Financial Advisors's CUT Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2022, closing a stake of 6,388 shares — an estimated $237K sold.

United Capital Financial Advisors first reported a position in CUT in Q4 2015 and held it in 21 quarters. The position peaked at $4.12M in Q1 2018. 42 funds tracked by Wall St. Rank hold CUT as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,388 Invesco MSCI Global Timber ETF shares in Q1 2022, an estimated $237K.
  • United Capital Financial Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2015 and held it in 21 quarters.
  • United Capital Financial Advisors's Invesco MSCI Global Timber ETF position peaked at $4.12M in Q1 2018.
  • 42 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.