Clal Insurance’s iShares US Telecommunications ETF IYZ Stock Holding History

Clal Insurance’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
2016 Q3	–	Sell	-1,753,917	Closed	-$58.4M	–	103
2016 Q2	$58.4M	Sell	1,753,917 -12,330	-0.7%	-$386K	1.48%	22
2016 Q1	$54.3M	Sell	1,766,247 -330,276	-16%	-$9.36M	1.58%	22
2015 Q4	$60.4M	Buy	2,096,523 +1,966,523	+1,513%	+$57.3M	1.61%	21
2015 Q3	$3.53M	Buy	+130,000	New	+$3.72M	0.09%	63
2015 Q1	–	Sell	-1,953,202	Closed	-$57.2M	–	127
2014 Q4	$57.2M	Buy	+1,953,202	New	+$57.8M	1.37%	21

Other funds holding IYZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clal Insurance's IYZ Position: Q3 2016 in Review

Clal Insurance sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 1,753,917 shares — an estimated $58.4M sold.

Clal Insurance first reported a position in IYZ in Q4 2014 and held it in 5 quarters. The position peaked at $60.4M in Q4 2015. 124 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

Clal Insurance reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
Clal Insurance sold 1,753,917 iShares US Telecommunications ETF shares in Q3 2016, an estimated $58.4M.
Clal Insurance first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 5 quarters.
Clal Insurance's iShares US Telecommunications ETF position peaked at $60.4M in Q4 2015.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Clal Insurance's 13F filing for Q3 2016, filed 10 Nov 2016.