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Clearwater Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Clearwater Capital Advisors’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
Q2 		– Sell
-760
Closed -$21K – 376
2018
Q1 		$21K Buy
+760
New +$21.6K ﹤0.01% 381

Other funds holding IYZ

CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Clearwater Capital Advisors's IYZ Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 760 shares — an estimated $21K sold.

Clearwater Capital Advisors first reported a position in IYZ in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 125 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 760 iShares US Telecommunications ETF shares in Q2 2018, an estimated $21K.
  • Clearwater Capital Advisors first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares US Telecommunications ETF position peaked at $21K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.