Whittier Trust
CUT icon

Whittier Trust’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Whittier Trust’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
2018
Q1 		– Sell
-7,151
Closed -$227K – 1323
2017
Q4 		$227K Buy
+7,151
New +$223K 0.01% 486

Other funds holding CUT

Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.6B AUM 30.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Whittier Trust's CUT Position: Q1 2018 in Review

Whittier Trust sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2018, closing a stake of 7,151 shares — an estimated $227K sold.

Whittier Trust first reported a position in CUT in Q4 2017 and held it in 1 quarter. The position peaked at $227K in Q4 2017. 53 funds tracked by Wall St. Rank hold CUT as of Q1 2018.

  • Whittier Trust reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2018 after selling out during the quarter.
  • Whittier Trust sold 7,151 Invesco MSCI Global Timber ETF shares in Q1 2018, an estimated $227K.
  • Whittier Trust first reported a position in Invesco MSCI Global Timber ETF in Q4 2017 and held it in 1 quarter.
  • Whittier Trust's Invesco MSCI Global Timber ETF position peaked at $227K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2018.

Based on Whittier Trust's 13F filing for Q1 2018, filed 1 May 2018.