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Cullen Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Cullen Capital 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
2020
Q3 		– Sell
-20,200
Closed -$557K – 124
2020
Q2 		$557K Buy
+20,200
New +$549K 0.03% 109
2018
Q3 		– Sell
-1,774,580
Closed -$48.9M – 131
2018
Q2 		$48.9M Buy
+1,774,580
New +$48.7M 1.85% 29

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cullen Capital Management's IYZ Position: Q3 2020 in Review

Cullen Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 20,200 shares — an estimated $557K sold.

Cullen Capital Management first reported a position in IYZ in Q2 2018 and held it in 2 quarters. The position peaked at $48.9M in Q2 2018. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

  • Cullen Capital Management reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
  • Cullen Capital Management sold 20,200 iShares US Telecommunications ETF shares in Q3 2020, an estimated $557K.
  • Cullen Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 2 quarters.
  • Cullen Capital Management's iShares US Telecommunications ETF position peaked at $48.9M in Q2 2018.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on Cullen Capital Management's 13F filing for Q3 2020, filed 2 Nov 2020.