Butensky & Cohen Financial Security’s iShares US Telecommunications ETF IYZ Stock Holding History

Butensky & Cohen Financial Security’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 Q2	–	Sell	-1,295	Closed	-$40K	–	129
2016 Q1	$40K	Hold	1,295	–	–	0.04%	80
2015 Q4	$37K	Hold	1,295	–	–	0.04%	82
2015 Q3	$35K	Hold	1,295	–	–	0.04%	81
2015 Q2	$38K	Sell	1,295 -20	-2%	-$609	0.04%	82
2015 Q1	$40K	Buy	1,315 +85	+7%	+$2.55K	0.04%	81
2014 Q4	$36K	Buy	+1,230	New	+$36.4K	0.04%	83

Other funds holding IYZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Butensky & Cohen Financial Security's IYZ Position: Q2 2016 in Review

Butensky & Cohen Financial Security sold out of iShares US Telecommunications ETF (IYZ) in Q2 2016, closing a stake of 1,295 shares — an estimated $40K sold.

Butensky & Cohen Financial Security first reported a position in IYZ in Q4 2014 and held it in 6 quarters. The position peaked at $40K in Q1 2016. 136 funds tracked by Wall St. Rank hold IYZ as of Q2 2016.

Butensky & Cohen Financial Security reported no remaining iShares US Telecommunications ETF position as of Q2 2016 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,295 iShares US Telecommunications ETF shares in Q2 2016, an estimated $40K.
Butensky & Cohen Financial Security first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares US Telecommunications ETF position peaked at $40K in Q1 2016.
136 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2016, filed 25 Jul 2016.