Daiwa Securities Group
IYZ icon

Daiwa Securities Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Daiwa Securities Group’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
Q1 		– Sell
-10,000
Closed -$345K – 1010
2016
Q4 		$345K Buy
+10,000
New +$322K ﹤0.01% 634
2015
Q2 		– Sell
-5,000
Closed -$151K – 995
2015
Q1 		$151K Buy
+5,000
New +$150K ﹤0.01% 728

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Daiwa Securities Group's IYZ Position: Q1 2017 in Review

Daiwa Securities Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 10,000 shares — an estimated $345K sold.

Daiwa Securities Group first reported a position in IYZ in Q1 2015 and held it in 2 quarters. The position peaked at $345K in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Daiwa Securities Group reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Daiwa Securities Group sold 10,000 iShares US Telecommunications ETF shares in Q1 2017, an estimated $345K.
  • Daiwa Securities Group first reported a position in iShares US Telecommunications ETF in Q1 2015 and held it in 2 quarters.
  • Daiwa Securities Group's iShares US Telecommunications ETF position peaked at $345K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Daiwa Securities Group's 13F filing for Q1 2017, filed 2 May 2017.