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Crosspoint Capital Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

Crosspoint Capital Strategies’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
2015
Q3 		– Sell
-185
Closed -$5K – 834
2015
Q2 		$5K Hold
185
– – ﹤0.01% 576
2015
Q1 		$6K Sell
185
-110
-37% -$3.31K ﹤0.01% 428
2014
Q4 		$8K Buy
295
+185
+168% +$5.47K ﹤0.01% 541
2014
Q3 		$3K Hold
110
– – ﹤0.01% 443
2014
Q2 		$3K Hold
110
– – ﹤0.01% 466
2014
Q1 		$3K Hold
110
– – ﹤0.01% 617
2013
Q4 		$3K Buy
+110
New +$3.15K ﹤0.01% 524

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Crosspoint Capital Strategies's IYZ Position: Q3 2015 in Review

Crosspoint Capital Strategies sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 185 shares — an estimated $5K sold.

Crosspoint Capital Strategies first reported a position in IYZ in Q4 2013 and held it in 7 quarters. The position peaked at $8K in Q4 2014. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Crosspoint Capital Strategies reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 185 iShares US Telecommunications ETF shares in Q3 2015, an estimated $5K.
  • Crosspoint Capital Strategies first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 7 quarters.
  • Crosspoint Capital Strategies's iShares US Telecommunications ETF position peaked at $8K in Q4 2014.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q3 2015, filed 25 Nov 2015.