Woodmont Investment Counsel’s iShares Global Timber & Forestry ETF WOOD Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-250	Closed	-$13K	–	620
2016 Q3	$13K	Buy	+250	New	+$12.2K	﹤0.01%	433
2016 Q2	–	Sell	-250	Closed	-$12K	–	454
2016 Q1	$12K	Sell	250 -250	-50%	-$10.8K	﹤0.01%	403
2015 Q4	$24K	Hold	500	–	–	0.01%	343
2015 Q3	$22K	Hold	500	–	–	0.01%	342
2015 Q2	$26K	Buy	+500	New	+$27.2K	0.01%	329

Other funds holding WOOD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TIM

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

Woodmont Investment Counsel's WOOD Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of iShares Global Timber & Forestry ETF (WOOD) in Q4 2016, closing a stake of 250 shares — an estimated $13K sold.

Woodmont Investment Counsel first reported a position in WOOD in Q2 2015 and held it in 5 quarters. The position peaked at $26K in Q2 2015. 48 funds tracked by Wall St. Rank hold WOOD as of Q4 2016.

Woodmont Investment Counsel reported no remaining iShares Global Timber & Forestry ETF position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 250 iShares Global Timber & Forestry ETF shares in Q4 2016, an estimated $13K.
Woodmont Investment Counsel first reported a position in iShares Global Timber & Forestry ETF in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's iShares Global Timber & Forestry ETF position peaked at $26K in Q2 2015.
48 funds tracked by Wall St. Rank held iShares Global Timber & Forestry ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.