BDO Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

BDO Wealth 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 Q2	–	Sell	-100	Closed	-$3K	–	665
2018 Q1	$3K	Sell	100 -150	-60%	-$4.27K	﹤0.01%	476
2017 Q4	$7K	Hold	250	–	–	﹤0.01%	357
2017 Q3	$8K	Sell	250 -315	-56%	-$9.91K	﹤0.01%	321
2017 Q2	$18K	Buy	+565	New	+$18.7K	0.01%	316

Other funds holding IYZ

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

BDO Wealth Advisors's IYZ Position: Q2 2018 in Review

BDO Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in IYZ in Q2 2017 and held it in 4 quarters. The position peaked at $18K in Q2 2017. 125 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

BDO Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
BDO Wealth Advisors sold 100 iShares US Telecommunications ETF shares in Q2 2018, an estimated $3K.
BDO Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 4 quarters.
BDO Wealth Advisors's iShares US Telecommunications ETF position peaked at $18K in Q2 2017.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.