Bristlecone Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Bristlecone 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 Q1	–	Sell	-7,315	Closed	-$215K	–	137
2017 Q4	$215K	Hold	7,315	–	–	0.07%	136
2017 Q3	$222K	Hold	7,315	–	–	0.07%	134
2017 Q2	$236K	Hold	7,315	–	–	0.08%	137
2017 Q1	$237K	Sell	7,315 -2,300	-24%	-$78.2K	0.08%	138
2016 Q4	$332K	Hold	9,615	–	–	0.12%	118
2016 Q3	$310K	Sell	9,615 -500	-5%	-$16.5K	0.11%	126
2016 Q2	$337K	Hold	10,115	–	–	0.12%	116
2016 Q1	$311K	Sell	10,115 -2,483	-20%	-$70.3K	0.12%	130
2015 Q4	$363K	Buy	+12,598	New	+$367K	0.15%	130

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bristlecone Advisors's IYZ Position: Q1 2018 in Review

Bristlecone Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 7,315 shares — an estimated $215K sold.

Bristlecone Advisors first reported a position in IYZ in Q4 2015 and held it in 9 quarters. The position peaked at $363K in Q4 2015. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

Bristlecone Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
Bristlecone Advisors sold 7,315 iShares US Telecommunications ETF shares in Q1 2018, an estimated $215K.
Bristlecone Advisors first reported a position in iShares US Telecommunications ETF in Q4 2015 and held it in 9 quarters.
Bristlecone Advisors's iShares US Telecommunications ETF position peaked at $363K in Q4 2015.
127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Bristlecone Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.