C.M. Bidwell & Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

C.M. Bidwell & Associates’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
2020 Q1	–	Sell	-3,080	Closed	-$92K	–	406
2019 Q4	$92K	Hold	3,080	–	–	0.08%	161
2019 Q3	$90K	Buy	3,080 +1,225	+66%	+$35.9K	0.09%	186
2019 Q2	$55K	Hold	1,855	–	–	0.05%	232
2019 Q1	$55K	Hold	1,855	–	–	0.05%	241
2018 Q4	$49K	Buy	1,855 +520	+39%	+$14.6K	0.05%	242
2018 Q3	$40K	Hold	1,335	–	–	0.04%	245
2018 Q2	$37K	Hold	1,335	–	–	0.03%	265
2018 Q1	$36K	Buy	1,335 +400	+43%	+$11.4K	0.03%	260
2017 Q4	$27K	Sell	935 -7,200	-89%	-$214K	0.02%	277
2017 Q3	$247K	Sell	8,135 -1,345	-14%	-$42.3K	0.38%	105
2017 Q2	$306K	Buy	+9,480	New	+$314K	0.07%	118

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

C.M. Bidwell & Associates's IYZ Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 3,080 shares — an estimated $92K sold.

C.M. Bidwell & Associates first reported a position in IYZ in Q2 2017 and held it in 11 quarters. The position peaked at $306K in Q2 2017. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

C.M. Bidwell & Associates reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 3,080 iShares US Telecommunications ETF shares in Q1 2020, an estimated $92K.
C.M. Bidwell & Associates first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 11 quarters.
C.M. Bidwell & Associates's iShares US Telecommunications ETF position peaked at $306K in Q2 2017.
102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.