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Advantage Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Advantage Investment Management’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,420
Closed -$71K – 865
2015
Q2 		$71K Buy
+2,420
New +$73.7K 0.03% 287

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Advantage Investment Management's IYZ Position: Q3 2015 in Review

Advantage Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 2,420 shares — an estimated $71K sold.

Advantage Investment Management first reported a position in IYZ in Q2 2015 and held it in 1 quarter. The position peaked at $71K in Q2 2015. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Advantage Investment Management reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Advantage Investment Management sold 2,420 iShares US Telecommunications ETF shares in Q3 2015, an estimated $71K.
  • Advantage Investment Management first reported a position in iShares US Telecommunications ETF in Q2 2015 and held it in 1 quarter.
  • Advantage Investment Management's iShares US Telecommunications ETF position peaked at $71K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.