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

Concert 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
2016
Q4 		– Sell
-10,729
Closed -$346K – 737
2016
Q3 		$346K Sell
10,729
-2,326
-18% -$76.7K 0.04% 451
2016
Q2 		$436K Buy
13,055
+733
+6% +$22.9K 0.06% 372
2016
Q1 		$383K Sell
12,322
-58
-0.5% -$1.64K 0.05% 403
2015
Q4 		$352K Buy
12,380
+741
+6% +$21.6K 0.05% 432
2015
Q3 		$313K Buy
+11,639
New +$333K 0.04% 466

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's IYZ Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2016, closing a stake of 10,729 shares — an estimated $346K sold.

Concert Wealth Management first reported a position in IYZ in Q3 2015 and held it in 5 quarters. The position peaked at $436K in Q2 2016. 125 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,729 iShares US Telecommunications ETF shares in Q4 2016, an estimated $346K.
  • Concert Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2015 and held it in 5 quarters.
  • Concert Wealth Management's iShares US Telecommunications ETF position peaked at $436K in Q2 2016.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.