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Beaumont Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Beaumont Financial 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
2016
Q3 		– Sell
-65,538
Closed -$2.18M – 149
2016
Q2 		$2.18M Buy
+65,538
New +$2.05M 0.36% 77
2013
Q3 		– Sell
-298,547
Closed -$7.72M – 167
2013
Q2 		$7.72M Buy
+298,547
New +$7.81M 0.71% 46

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beaumont Financial Advisors's IYZ Position: Q3 2016 in Review

Beaumont Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 65,538 shares — an estimated $2.18M sold.

Beaumont Financial Advisors first reported a position in IYZ in Q2 2013 and held it in 2 quarters. The position peaked at $7.72M in Q2 2013. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

  • Beaumont Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 65,538 iShares US Telecommunications ETF shares in Q3 2016, an estimated $2.18M.
  • Beaumont Financial Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares US Telecommunications ETF position peaked at $7.72M in Q2 2013.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Beaumont Financial Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.