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

Whitener Capital Management’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
2019 Q4	–	Sell	-82	Closed	-$4K	–	438
2019 Q3	$4K	Hold	82	–	–	﹤0.01%	415
2019 Q2	$4K	Buy	82 +1	+1%	+$61	﹤0.01%	401
2019 Q1	$5K	Hold	81	–	–	﹤0.01%	394
2018 Q4	$4K	Buy	81 +1	+1%	+$65	﹤0.01%	378
2018 Q3	$6K	Buy	+80	New	+$6.15K	﹤0.01%	372
2018 Q2	–	Sell	-80	Closed	-$6K	–	411
2018 Q1	$6K	Buy	+80	New	+$6.06K	﹤0.01%	382

Other funds holding WOOD

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

IFO

Independent Family Office Albany, New York $243M AUM 21.81% 1-Year Est. Return

BSWM

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Whitener Capital Management's WOOD Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2019, closing a stake of 82 shares — an estimated $4K sold.

Whitener Capital Management first reported a position in WOOD in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 83 funds tracked by Wall St. Rank hold WOOD as of Q4 2019.

Whitener Capital Management reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 82 iShares Global Timber & Forestry ETF shares in Q4 2019, an estimated $4K.
Whitener Capital Management first reported a position in iShares Global Timber & Forestry ETF in Q1 2018 and held it in 6 quarters.
Whitener Capital Management's iShares Global Timber & Forestry ETF position peaked at $6K in Q3 2018.
83 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.