Cape Cod Five Cents Savings Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

Cape Cod Five Cents Savings Bank’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
2017 Q4	–	Sell	-50,681	Closed	-$1.54M	–	183
2017 Q3	$1.54M	Buy	50,681 +15,941	+46%	+$501K	0.24%	90
2017 Q2	$1.12M	Buy	34,740 +13,683	+65%	+$453K	0.18%	102
2017 Q1	$681K	Buy	+21,057	New	+$716K	0.11%	129

Other funds holding IYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

PWM

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

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cape Cod Five Cents Savings Bank's IYZ Position: Q4 2017 in Review

Cape Cod Five Cents Savings Bank sold out of iShares US Telecommunications ETF (IYZ) in Q4 2017, closing a stake of 50,681 shares — an estimated $1.54M sold.

Cape Cod Five Cents Savings Bank first reported a position in IYZ in Q1 2017 and held it in 3 quarters. The position peaked at $1.54M in Q3 2017. 120 funds tracked by Wall St. Rank hold IYZ as of Q4 2017.

Cape Cod Five Cents Savings Bank reported no remaining iShares US Telecommunications ETF position as of Q4 2017 after selling out during the quarter.
Cape Cod Five Cents Savings Bank sold 50,681 iShares US Telecommunications ETF shares in Q4 2017, an estimated $1.54M.
Cape Cod Five Cents Savings Bank first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 3 quarters.
Cape Cod Five Cents Savings Bank's iShares US Telecommunications ETF position peaked at $1.54M in Q3 2017.
120 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2017.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2017, filed 7 Feb 2018.