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D.A. Davidson & Co’s iShares US Telecommunications ETF IYZ Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-100
Closed -$3K – 1555
2017
Q2 		$3K Buy
+100
New +$3.31K ﹤0.01% 2267
2015
Q1 		– Sell
-3,150
Closed -$92K – 2113
2014
Q4 		$92K Hold
3,150
– – ﹤0.01% 1173
2014
Q3 		$94K Buy
+3,150
New +$95.8K ﹤0.01% 1147

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

D.A. Davidson & Co's IYZ Position: Q3 2017 in Review

D.A. Davidson & Co sold out of iShares US Telecommunications ETF (IYZ) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

D.A. Davidson & Co first reported a position in IYZ in Q3 2014 and held it in 3 quarters. The position peaked at $94K in Q3 2014. 106 funds tracked by Wall St. Rank hold IYZ as of Q3 2017.

  • D.A. Davidson & Co reported no remaining iShares US Telecommunications ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 100 iShares US Telecommunications ETF shares in Q3 2017, an estimated $3K.
  • D.A. Davidson & Co first reported a position in iShares US Telecommunications ETF in Q3 2014 and held it in 3 quarters.
  • D.A. Davidson & Co's iShares US Telecommunications ETF position peaked at $94K in Q3 2014.
  • 106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.