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Delek Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Delek 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
2019
Q1 		– Sell
-13,229
Closed -$359K – 227
2018
Q4 		$359K Sell
13,229
-687
-5% -$19.3K 0.02% 197
2018
Q3 		$412K Buy
+13,916
New +$401K 0.02% 211

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Delek Group's IYZ Position: Q1 2019 in Review

Delek Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2019, closing a stake of 13,229 shares — an estimated $359K sold.

Delek Group first reported a position in IYZ in Q3 2018 and held it in 2 quarters. The position peaked at $412K in Q3 2018. 124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

  • Delek Group reported no remaining iShares US Telecommunications ETF position as of Q1 2019 after selling out during the quarter.
  • Delek Group sold 13,229 iShares US Telecommunications ETF shares in Q1 2019, an estimated $359K.
  • Delek Group first reported a position in iShares US Telecommunications ETF in Q3 2018 and held it in 2 quarters.
  • Delek Group's iShares US Telecommunications ETF position peaked at $412K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on Delek Group's 13F filing for Q1 2019, filed 13 May 2019.