Aureus Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Aureus Asset 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
2016 Q3	–	Sell	-8,000	Closed	-$266K	–	151
2016 Q2	$266K	Buy	+8,000	New	+$250K	0.06%	105
2016 Q1	–	Sell	-8,000	Closed	-$230K	–	129
2015 Q4	$230K	Hold	8,000	–	–	0.05%	124
2015 Q3	$216K	Hold	8,000	–	–	0.05%	138
2015 Q2	$234K	Hold	8,000	–	–	0.05%	150
2015 Q1	$242K	Hold	8,000	–	–	0.06%	127
2014 Q4	$234K	Hold	8,000	–	–	0.06%	119
2014 Q3	$240K	Hold	8,000	–	–	0.06%	109
2014 Q2	$243K	Hold	8,000	–	–	0.06%	118
2014 Q1	$240K	Hold	8,000	–	–	0.06%	134
2013 Q4	$238K	Hold	8,000	–	–	0.06%	123
2013 Q3	$221K	Hold	8,000	–	–	0.08%	100
2013 Q2	$207K	Buy	+8,000	New	+$209K	0.07%	103

Other funds holding IYZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aureus Asset Management's IYZ Position: Q3 2016 in Review

Aureus Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 8,000 shares — an estimated $266K sold.

Aureus Asset Management first reported a position in IYZ in Q2 2013 and held it in 12 quarters. The position peaked at $266K in Q2 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

Aureus Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
Aureus Asset Management sold 8,000 iShares US Telecommunications ETF shares in Q3 2016, an estimated $266K.
Aureus Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 12 quarters.
Aureus Asset Management's iShares US Telecommunications ETF position peaked at $266K in Q2 2016.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Aureus Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.