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Ballentine Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Ballentine Partners’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
2017
Q4 		– Sell
-149
Closed -$5K – 400
2017
Q3 		$5K Hold
149
– – ﹤0.01% 430
2017
Q2 		$5K Buy
+149
New +$4.93K ﹤0.01% 423

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ballentine Partners's IYZ Position: Q4 2017 in Review

Ballentine Partners sold out of iShares US Telecommunications ETF (IYZ) in Q4 2017, closing a stake of 149 shares — an estimated $5K sold.

Ballentine Partners first reported a position in IYZ in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 120 funds tracked by Wall St. Rank hold IYZ as of Q4 2017.

  • Ballentine Partners reported no remaining iShares US Telecommunications ETF position as of Q4 2017 after selling out during the quarter.
  • Ballentine Partners sold 149 iShares US Telecommunications ETF shares in Q4 2017, an estimated $5K.
  • Ballentine Partners first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 2 quarters.
  • Ballentine Partners's iShares US Telecommunications ETF position peaked at $5K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2017.

Based on Ballentine Partners's 13F filing for Q4 2017, filed 2 Feb 2018.