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IYZ icon

Colony Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Colony Group’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
Q1 		– Sell
-1
Closed – – 441
2015
Q4 		$0 Hold
1
– – ﹤0.01% 841
2015
Q3 		$0 Hold
1
– – ﹤0.01% 883
2015
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 759
2015
Q1 		– Sell
-1
Closed – – 762
2014
Q4 		$0 Hold
1
– – ﹤0.01% 810
2014
Q3 		$0 Hold
1
– – ﹤0.01% 842
2014
Q2 		$0 Hold
1
– – ﹤0.01% 799
2014
Q1 		$0 Sell
1
-5
-83% -$146 ﹤0.01% 832
2013
Q4 		$0 Buy
+6
New +$172 ﹤0.01% 699

Other funds holding IYZ

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colony Group's IYZ Position: Q1 2016 in Review

Colony Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2016, closing a stake of 1 share.

Colony Group first reported a position in IYZ in Q4 2013 and held it in 8 quarters. The position peaked at $0 in Q4 2015. 112 funds tracked by Wall St. Rank hold IYZ as of Q1 2016.

  • Colony Group reported no remaining iShares US Telecommunications ETF position as of Q1 2016 after selling out during the quarter.
  • Colony Group sold 1 iShares US Telecommunications ETF share in Q1 2016.
  • Colony Group first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 8 quarters.
  • Colony Group's iShares US Telecommunications ETF position peaked at $0 in Q4 2015.
  • 112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2016.

Based on Colony Group's 13F filing for Q1 2016, filed 16 May 2016.