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Advisor Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Advisor Group’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
2019
Q4 		$317K Sell
10,598
-2,299
-18% -$67.7K ﹤0.01% 2007
2019
Q3 		$376K Sell
12,897
-11,385
-47% -$334K ﹤0.01% 1816
2019
Q2 		$715K Sell
24,282
-4,156
-15% -$124K 0.01% 1359
2019
Q1 		$846K Buy
28,438
+19,439
+216% +$556K 0.01% 1206
2018
Q4 		$239K Buy
8,999
+4,776
+113% +$134K ﹤0.01% 1961
2018
Q3 		$126K Buy
4,223
+2,700
+177% +$77.9K ﹤0.01% 2575
2018
Q2 		$42K Sell
1,523
-1,871
-55% -$51.4K ﹤0.01% 3237
2018
Q1 		$91K Sell
3,394
-400
-11% -$11.4K ﹤0.01% 2626
2017
Q4 		$112K Sell
3,794
-256
-6% -$7.59K ﹤0.01% 2485
2017
Q3 		$123K Sell
4,050
-1,379
-25% -$43.4K ﹤0.01% 2240
2017
Q2 		$175K Sell
5,429
-9,438
-63% -$312K ﹤0.01% 1887
2017
Q1 		$481K Buy
14,867
+6,970
+88% +$237K 0.01% 1101
2016
Q4 		$273K Sell
7,897
-7,480
-49% -$241K 0.01% 1356
2016
Q3 		$495K Sell
15,377
-35,230
-70% -$1.16M 0.01% 982
2016
Q2 		$1.68M Buy
+50,607
New +$1.58M 0.04% 433

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Advisor Group's IYZ Position: Q4 2019 in Review

Advisor Group reduced its iShares US Telecommunications ETF (IYZ) stake by 18% in Q4 2019, selling an estimated $67.7K and leaving 10,598 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Advisor Group first reported a position in IYZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.68M in Q2 2016. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

  • Advisor Group held 10,598 shares of iShares US Telecommunications ETF worth $317K as of Q4 2019.
  • Advisor Group sold 2,299 iShares US Telecommunications ETF shares in Q4 2019, an estimated $67.7K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2007 holding.
  • Advisor Group first reported a position in iShares US Telecommunications ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Telecommunications ETF position peaked at $1.68M in Q2 2016.
  • 117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.