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Bay Colony Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-408
Closed -$11K – 565
2018
Q2 		$11K Buy
+408
New +$11.2K 0.01% 625

Other funds holding IYZ

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return

Bay Colony Advisors's IYZ Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 408 shares — an estimated $11K sold.

Bay Colony Advisors first reported a position in IYZ in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 408 iShares US Telecommunications ETF shares in Q3 2018, an estimated $11K.
  • Bay Colony Advisors first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares US Telecommunications ETF position peaked at $11K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.