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

WFG 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
2015 Q4	–	Sell	-167	Closed	-$7K	–	1684
2015 Q3	$7K	Sell	167 -187	-53%	-$9.25K	﹤0.01%	1200
2015 Q2	$19K	Hold	354	–	–	0.01%	999
2015 Q1	$19K	Sell	354 -117	-25%	-$6.37K	0.01%	1014
2014 Q4	$25K	Buy	471 +161	+52%	+$8.23K	0.01%	1147
2014 Q3	$15K	Buy	310 +250	+417%	+$12.8K	﹤0.01%	1377
2014 Q2	$3K	Hold	60	–	–	﹤0.01%	1783
2014 Q1	$3K	Sell	60 -3	-5%	-$156	﹤0.01%	1761
2013 Q4	$3K	Hold	63	–	–	﹤0.01%	1906
2013 Q3	$3K	Buy	63 +3	+5%	+$145	﹤0.01%	1876
2013 Q2	$3K	Buy	+60	New	+$2.88K	﹤0.01%	1799

Other funds holding WOOD

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

WFG Advisors's WOOD Position: Q4 2015 in Review

WFG Advisors sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2015, closing a stake of 167 shares — an estimated $7K sold.

WFG Advisors first reported a position in WOOD in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q4 2014. 62 funds tracked by Wall St. Rank hold WOOD as of Q4 2015.

WFG Advisors reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2015 after selling out during the quarter.
WFG Advisors sold 167 iShares Global Timber & Forestry ETF shares in Q4 2015, an estimated $7K.
WFG Advisors first reported a position in iShares Global Timber & Forestry ETF in Q2 2013 and held it in 10 quarters.
WFG Advisors's iShares Global Timber & Forestry ETF position peaked at $25K in Q4 2014.
62 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.