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Wood Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wood Asset Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,366
Closed -$46K – 101
2013
Q2 		$46K Buy
+1,366
New +$46.4K 0.01% 88

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wood Asset Management's SUSA Position: Q3 2013 in Review

Wood Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2013, closing a stake of 1,366 shares — an estimated $46K sold.

Wood Asset Management first reported a position in SUSA in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 63 funds tracked by Wall St. Rank hold SUSA as of Q3 2013.

  • Wood Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2013 after selling out during the quarter.
  • Wood Asset Management sold 1,366 iShares ESG Optimized MSCI USA ETF shares in Q3 2013, an estimated $46K.
  • Wood Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 1 quarter.
  • Wood Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $46K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2013.

Based on Wood Asset Management's 13F filing for Q3 2013, filed 16 Oct 2013.