CFA
IYZ icon

Carroll Financial Associates’s iShares US Telecommunications ETF IYZ Stock Holding History

Carroll Financial 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
2014
Q1 		– Sell
-132
Closed -$3K – 897
2013
Q4 		$3K Hold
132
– – ﹤0.01% 675
2013
Q3 		$3K Sell
132
-143
-52% -$3.93K ﹤0.01% 659
2013
Q2 		$0 Buy
+275
New +$7.19K ﹤0.01% 655

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Carroll Financial Associates's IYZ Position: Q1 2014 in Review

Carroll Financial Associates sold out of iShares US Telecommunications ETF (IYZ) in Q1 2014, closing a stake of 132 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in IYZ in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 100 funds tracked by Wall St. Rank hold IYZ as of Q1 2014.

  • Carroll Financial Associates reported no remaining iShares US Telecommunications ETF position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 132 iShares US Telecommunications ETF shares in Q1 2014, an estimated $3K.
  • Carroll Financial Associates first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's iShares US Telecommunications ETF position peaked at $3K in Q4 2013.
  • 100 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.