Commonwealth Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$59K	Sell	1,792 -90,804	-98%	-$3.09M	0.06%	92
2016 Q4	$3.26M	Buy	92,596 +89,531	+2,921%	+$2.88M	3.21%	9
2016 Q3	$99K	Sell	3,065 -7,188	-70%	-$237K	0.09%	67
2016 Q2	$341K	Buy	+10,253	New	+$321K	0.4%	31
2015 Q4	–	Sell	-3,112	Closed	-$84K	–	242
2015 Q3	$84K	Sell	3,112 -1,117	-26%	-$32K	0.1%	67
2015 Q2	$124K	Buy	4,229 +3,112	+279%	+$94.8K	0.13%	58
2015 Q1	$34K	Hold	1,117	–	–	0.03%	111
2014 Q4	$33K	Buy	+1,117	New	+$33K	0.03%	99

Other funds holding IYZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ACM

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

UCFA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Financial Services's IYZ Position: Q1 2017 in Review

Commonwealth Financial Services reduced its iShares US Telecommunications ETF (IYZ) stake by 98% in Q1 2017, selling an estimated $3.09M and leaving 1,792 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #92.

Commonwealth Financial Services first reported a position in IYZ in Q4 2014 and has held it in 8 quarters since. The position peaked at $3.26M in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

Commonwealth Financial Services held 1,792 shares of iShares US Telecommunications ETF worth $59K as of Q1 2017.
Commonwealth Financial Services sold 90,804 iShares US Telecommunications ETF shares in Q1 2017, an estimated $3.09M.
iShares US Telecommunications ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q1 2017, its #92 holding.
Commonwealth Financial Services first reported a position in iShares US Telecommunications ETF in Q4 2014 and has held it in 8 quarters since.
Commonwealth Financial Services's iShares US Telecommunications ETF position peaked at $3.26M in Q4 2016.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.