WFG Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

WFG 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
2017 Q2	$44K	Hold	1,551	–	–	0.01%	727
2017 Q1	$41K	Hold	1,551	–	–	0.01%	711
2016 Q4	$38K	Hold	1,551	–	–	0.01%	775
2016 Q3	$39K	Hold	1,551	–	–	0.01%	762
2016 Q2	$35K	Hold	1,551	–	–	0.01%	787
2016 Q1	$36K	Hold	1,551	–	–	0.01%	747
2015 Q4	$37K	Hold	1,551	–	–	0.01%	739
2015 Q3	$35K	Hold	1,551	–	–	0.01%	746
2015 Q2	$40K	Hold	1,551	–	–	0.01%	785
2015 Q1	$40K	Buy	1,551 +1,400	+927%	+$35.1K	0.01%	784
2014 Q4	$4K	Hold	151	–	–	﹤0.01%	1689
2014 Q3	$4K	Hold	151	–	–	﹤0.01%	1706
2014 Q2	$4K	Hold	151	–	–	﹤0.01%	1691
2014 Q1	$4K	Hold	151	–	–	﹤0.01%	1659
2013 Q4	$4K	Sell	151 -1,349	-90%	-$33.9K	﹤0.01%	1794
2013 Q3	$37K	Hold	1,500	–	–	0.01%	1035
2013 Q2	$33K	Buy	+1,500	New	+$33.6K	0.01%	1034

Other funds holding CUT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

WFG Advisors's CUT Position: Q2 2017 in Review

WFG Advisors held its Invesco MSCI Global Timber ETF (CUT) position steady in Q2 2017 at 1,551 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #727.

WFG Advisors first reported a position in CUT in Q2 2013 and has held it in 17 quarters since. 55 funds tracked by Wall St. Rank hold CUT as of Q2 2017.

WFG Advisors held 1,551 shares of Invesco MSCI Global Timber ETF worth $44K as of Q2 2017.
WFG Advisors left its Invesco MSCI Global Timber ETF share count unchanged in Q2 2017.
Invesco MSCI Global Timber ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #727 holding.
WFG Advisors first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 17 quarters since.
55 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.