Cumberland Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Cumberland Advisors’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 Q2	–	Sell	-482,160	Closed	-$12M	–	66
2020 Q1	$12M	Sell	482,160 -12,560	-3%	-$358K	4.88%	8
2019 Q4	$14.8M	Buy	494,720 +45,070	+10%	+$1.33M	5.09%	6
2019 Q3	$13.1M	Buy	449,650 +256,480	+133%	+$7.52M	3.71%	9
2019 Q2	$5.68M	Buy	+193,170	New	+$5.75M	1.92%	17
2014 Q3	–	Sell	-104,490	Closed	-$3.17M	–	74
2014 Q2	$3.17M	Sell	104,490 -3,550	-3%	-$105K	2.02%	21
2014 Q1	$3.24M	Buy	+108,040	New	+$3.15M	1.86%	20

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cumberland Advisors's IYZ Position: Q2 2020 in Review

Cumberland Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 482,160 shares — an estimated $12M sold.

Cumberland Advisors first reported a position in IYZ in Q1 2014 and held it in 6 quarters. The position peaked at $14.8M in Q4 2019. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

Cumberland Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
Cumberland Advisors sold 482,160 iShares US Telecommunications ETF shares in Q2 2020, an estimated $12M.
Cumberland Advisors first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 6 quarters.
Cumberland Advisors's iShares US Telecommunications ETF position peaked at $14.8M in Q4 2019.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on Cumberland Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.