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

Bank of the West’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
Q1 		– Sell
-6,377
Closed -$220K – 305
2016
Q4 		$220K Sell
6,377
-5,082
-44% -$164K 0.03% 285
2016
Q3 		$369K Sell
11,459
-13,349
-54% -$440K 0.05% 230
2016
Q2 		$826K Sell
24,808
-3,324
-12% -$104K 0.12% 165
2016
Q1 		$864K Sell
28,132
-5,356
-16% -$152K 0.12% 163
2015
Q4 		$964K Buy
33,488
+23,832
+247% +$694K 0.13% 157
2015
Q3 		$261K Sell
9,656
-11,250
-54% -$322K 0.04% 251
2015
Q2 		$612K Sell
20,906
-4,712
-18% -$144K 0.09% 177
2015
Q1 		$774K Buy
25,618
+1,344
+6% +$40.4K 0.11% 165
2014
Q4 		$711K Buy
24,274
+14,384
+145% +$426K 0.1% 164
2014
Q3 		$296K Sell
9,890
-265
-3% -$8.06K 0.05% 224
2014
Q2 		$308K Sell
10,155
-1,200
-11% -$35.6K 0.05% 216
2014
Q1 		$340K Sell
11,355
-3,706
-25% -$108K 0.06% 197
2013
Q4 		$448K Buy
+15,061
New +$431K 0.07% 184

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of the West's IYZ Position: Q1 2017 in Review

Bank of the West sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 6,377 shares — an estimated $220K sold.

Bank of the West first reported a position in IYZ in Q4 2013 and held it in 13 quarters. The position peaked at $964K in Q4 2015. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Bank of the West reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Bank of the West sold 6,377 iShares US Telecommunications ETF shares in Q1 2017, an estimated $220K.
  • Bank of the West first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 13 quarters.
  • Bank of the West's iShares US Telecommunications ETF position peaked at $964K in Q4 2015.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Bank of the West's 13F filing for Q1 2017, filed 19 Apr 2017.