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Bank of Kentucky’s iShares US Telecommunications ETF IYZ Stock Holding History

Bank of Kentucky’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
2014
Q1 		– Sell
-400
Closed -$12K – 293
2013
Q4 		$12K Hold
400
– – ﹤0.01% 230
2013
Q3 		$11K Hold
400
– – ﹤0.01% 239
2013
Q2 		$10K Buy
+400
New +$10.5K ﹤0.01% 233

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Bank of Kentucky's IYZ Position: Q1 2014 in Review

Bank of Kentucky sold out of iShares US Telecommunications ETF (IYZ) in Q1 2014, closing a stake of 400 shares — an estimated $12K sold.

Bank of Kentucky first reported a position in IYZ in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2013. 100 funds tracked by Wall St. Rank hold IYZ as of Q1 2014.

  • Bank of Kentucky reported no remaining iShares US Telecommunications ETF position as of Q1 2014 after selling out during the quarter.
  • Bank of Kentucky sold 400 iShares US Telecommunications ETF shares in Q1 2014, an estimated $12K.
  • Bank of Kentucky first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 3 quarters.
  • Bank of Kentucky's iShares US Telecommunications ETF position peaked at $12K in Q4 2013.
  • 100 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2014.

Based on Bank of Kentucky's 13F filing for Q1 2014, filed 19 May 2014.