WWM
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Western Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Western Wealth Management’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
2019
Q2 		– Sell
-7,821
Closed -$215K – 405
2019
Q1 		$215K Buy
+7,821
New +$212K 0.05% 351

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Morgan Stanley
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AFG
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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Western Wealth Management's CUT Position: Q2 2019 in Review

Western Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2019, closing a stake of 7,821 shares — an estimated $215K sold.

Western Wealth Management first reported a position in CUT in Q1 2019 and held it in 1 quarter. The position peaked at $215K in Q1 2019. 50 funds tracked by Wall St. Rank hold CUT as of Q2 2019.

  • Western Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2019 after selling out during the quarter.
  • Western Wealth Management sold 7,821 Invesco MSCI Global Timber ETF shares in Q2 2019, an estimated $215K.
  • Western Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q1 2019 and held it in 1 quarter.
  • Western Wealth Management's Invesco MSCI Global Timber ETF position peaked at $215K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2019.

Based on Western Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.