Cetera Advisor Networks’s iShares US Telecommunications ETF IYZ Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-115	Closed	-$3K	–	2136
2020 Q2	$3K	Buy	+115	New	+$3.13K	﹤0.01%	3138
2015 Q1	–	Sell	-10,155	Closed	-$298K	–	866
2014 Q4	$298K	Buy	+10,155	New	+$300K	0.02%	606

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

KCM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisor Networks's IYZ Position: Q3 2020 in Review

Cetera Advisor Networks sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 115 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in IYZ in Q4 2014 and held it in 2 quarters. The position peaked at $298K in Q4 2014. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

Cetera Advisor Networks reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 115 iShares US Telecommunications ETF shares in Q3 2020, an estimated $3K.
Cetera Advisor Networks first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 2 quarters.
Cetera Advisor Networks's iShares US Telecommunications ETF position peaked at $298K in Q4 2014.
105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.