CWM
IYZ icon

Chesapeake Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Chesapeake Wealth Management’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
2018
Q4 		– Sell
-7,561
Closed -$225K – 195
2018
Q3 		$225K Buy
+7,561
New +$218K 0.1% 174

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Chesapeake Wealth Management's IYZ Position: Q4 2018 in Review

Chesapeake Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 7,561 shares — an estimated $225K sold.

Chesapeake Wealth Management first reported a position in IYZ in Q3 2018 and held it in 1 quarter. The position peaked at $225K in Q3 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

  • Chesapeake Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 7,561 iShares US Telecommunications ETF shares in Q4 2018, an estimated $225K.
  • Chesapeake Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's iShares US Telecommunications ETF position peaked at $225K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Chesapeake Wealth Management's 13F filing for Q4 2018, filed 6 Feb 2019.