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

Vicus Capital’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
2015
Q3 		– Sell
-105,982
Closed -$5.57M – 200
2015
Q2 		$5.57M Buy
+105,982
New +$5.77M 1.45% 24

Other funds holding WOOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Vicus Capital's WOOD Position: Q3 2015 in Review

Vicus Capital sold out of iShares Global Timber & Forestry ETF (WOOD) in Q3 2015, closing a stake of 105,982 shares — an estimated $5.57M sold.

Vicus Capital first reported a position in WOOD in Q2 2015 and held it in 1 quarter. The position peaked at $5.57M in Q2 2015. 61 funds tracked by Wall St. Rank hold WOOD as of Q3 2015.

  • Vicus Capital reported no remaining iShares Global Timber & Forestry ETF position as of Q3 2015 after selling out during the quarter.
  • Vicus Capital sold 105,982 iShares Global Timber & Forestry ETF shares in Q3 2015, an estimated $5.57M.
  • Vicus Capital first reported a position in iShares Global Timber & Forestry ETF in Q2 2015 and held it in 1 quarter.
  • Vicus Capital's iShares Global Timber & Forestry ETF position peaked at $5.57M in Q2 2015.
  • 61 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q3 2015.

Based on Vicus Capital's 13F filing for Q3 2015, filed 15 Oct 2015.