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Valeo Financial Advisors’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Valeo Financial 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
2018
Q3 		– Sell
-144
Closed -$11K – 1874
2018
Q2 		$11K Hold
144
– – ﹤0.01% 926
2018
Q1 		$11K Buy
+144
New +$10.9K ﹤0.01% 910

Other funds holding WOOD

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valeo Financial Advisors's WOOD Position: Q3 2018 in Review

Valeo Financial Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2018, closing a stake of 144 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in WOOD in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 84 funds tracked by Wall St. Rank hold WOOD as of Q3 2018.

  • Valeo Financial Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 144 iShares Global Timber & Forestry ETF shares in Q3 2018, an estimated $11K.
  • Valeo Financial Advisors first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares Global Timber & Forestry ETF position peaked at $11K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.