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Annex Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Annex Advisory Services’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
2013
Q4 		– Sell
-17,015
Closed -$469K – 100
2013
Q3 		$469K Sell
17,015
-3,013
-15% -$82.8K 0.22% 54
2013
Q2 		$518K Buy
+20,028
New +$524K 0.29% 52

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Annex Advisory Services's IYZ Position: Q4 2013 in Review

Annex Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q4 2013, closing a stake of 17,015 shares — an estimated $469K sold.

Annex Advisory Services first reported a position in IYZ in Q2 2013 and held it in 2 quarters. The position peaked at $518K in Q2 2013. 102 funds tracked by Wall St. Rank hold IYZ as of Q4 2013.

  • Annex Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q4 2013 after selling out during the quarter.
  • Annex Advisory Services sold 17,015 iShares US Telecommunications ETF shares in Q4 2013, an estimated $469K.
  • Annex Advisory Services first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 2 quarters.
  • Annex Advisory Services's iShares US Telecommunications ETF position peaked at $518K in Q2 2013.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2013.

Based on Annex Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.