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

Burt 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
Q4 		– Sell
-200
Closed -$6K – 376
2018
Q3 		$6K Hold
200
– – ﹤0.01% 316
2018
Q2 		$6K Buy
+200
New +$5.49K ﹤0.01% 305

Other funds holding IYZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Burt Wealth Advisors's IYZ Position: Q4 2018 in Review

Burt Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in IYZ in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

  • Burt Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 iShares US Telecommunications ETF shares in Q4 2018, an estimated $6K.
  • Burt Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares US Telecommunications ETF position peaked at $6K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.