Alpine Global Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Alpine Global 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
2020 Q1	–	Sell	-20,630	Closed	-$616K	–	343
2019 Q4	$616K	Buy	+20,630	New	+$608K	0.13%	122
2016 Q3	–	Sell	-12,534	Closed	-$417K	–	133
2016 Q2	$417K	Buy	+12,534	New	+$392K	0.19%	56
2015 Q3	–	Sell	-125,125	Closed	-$3.66M	–	455
2015 Q2	$3.66M	Buy	+125,125	New	+$3.81M	0.62%	33
2014 Q3	–	Sell	-8,814	Closed	-$267K	–	169
2014 Q2	$267K	Buy	+8,814	New	+$261K	0.08%	117

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Alpine Global Management's IYZ Position: Q1 2020 in Review

Alpine Global Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 20,630 shares — an estimated $616K sold.

Alpine Global Management first reported a position in IYZ in Q2 2014 and held it in 4 quarters. The position peaked at $3.66M in Q2 2015. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

Alpine Global Management reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
Alpine Global Management sold 20,630 iShares US Telecommunications ETF shares in Q1 2020, an estimated $616K.
Alpine Global Management first reported a position in iShares US Telecommunications ETF in Q2 2014 and held it in 4 quarters.
Alpine Global Management's iShares US Telecommunications ETF position peaked at $3.66M in Q2 2015.
102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on Alpine Global Management's 13F filing for Q1 2020, filed 9 Apr 2020.