Advisors Preferred’s iShares US Telecommunications ETF IYZ Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-5,448	Closed	-$144K	–	222
2018 Q4	$144K	Buy	5,448 +4,683	+612%	+$131K	0.17%	61
2018 Q3	$23K	Buy	+765	New	+$22.1K	0.01%	176
2017 Q1	–	Sell	-5,974	Closed	-$206K	–	243
2016 Q4	$206K	Buy	+5,974	New	+$192K	0.11%	83
2016 Q3	–	Sell	-152,082	Closed	-$5.06M	–	227
2016 Q2	$5.06M	Sell	152,082 -187,535	-55%	-$5.87M	2.94%	9
2016 Q1	$10.4M	Buy	+339,617	New	+$9.62M	5.18%	6
2015 Q4	–	Sell	-407	Closed	-$11K	–	230
2015 Q3	$11K	Buy	+407	New	+$11.6K	0.01%	148
2015 Q2	–	Sell	-1,775	Closed	-$53.6K	–	251
2015 Q1	$53.6K	Buy	+1,775	New	+$53.3K	0.03%	127
2014 Q2	–	Sell	-30,436	Closed	-$912K	–	395
2014 Q1	$912K	Buy	30,436 +596	+2%	+$17.4K	0.42%	72
2013 Q4	$887K	Buy	+29,840	New	+$855K	0.49%	51

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisors Preferred's IYZ Position: Q1 2019 in Review

Advisors Preferred sold out of iShares US Telecommunications ETF (IYZ) in Q1 2019, closing a stake of 5,448 shares — an estimated $144K sold.

Advisors Preferred first reported a position in IYZ in Q4 2013 and held it in 9 quarters. The position peaked at $10.4M in Q1 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

Advisors Preferred reported no remaining iShares US Telecommunications ETF position as of Q1 2019 after selling out during the quarter.
Advisors Preferred sold 5,448 iShares US Telecommunications ETF shares in Q1 2019, an estimated $144K.
Advisors Preferred first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 9 quarters.
Advisors Preferred's iShares US Telecommunications ETF position peaked at $10.4M in Q1 2016.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on Advisors Preferred's 13F filing for Q1 2019, filed 3 May 2019.