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

DSC 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
2015
Q2 		– Sell
-23,308
Closed -$705K – 82
2015
Q1 		$705K Buy
23,308
+6,927
+42% +$208K 0.37% 46
2014
Q4 		$480K Sell
16,381
-482
-3% -$14.3K 0.28% 50
2014
Q3 		$505K Buy
16,863
+1,372
+9% +$41.7K 0.25% 53
2014
Q2 		$470K Sell
15,491
-304
-2% -$9.01K 0.25% 44
2014
Q1 		$474K Buy
15,795
+4,868
+45% +$142K 0.23% 48
2013
Q4 		$325K Sell
10,927
-327
-3% -$9.37K 0.16% 38
2013
Q3 		$310K Sell
11,254
-1,139
-9% -$31.3K 0.2% 35
2013
Q2 		$320K Buy
+12,393
New +$324K 0.21% 34

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

DSC Advisors's IYZ Position: Q2 2015 in Review

DSC Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2015, closing a stake of 23,308 shares — an estimated $705K sold.

DSC Advisors first reported a position in IYZ in Q2 2013 and held it in 8 quarters. The position peaked at $705K in Q1 2015. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

  • DSC Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2015 after selling out during the quarter.
  • DSC Advisors sold 23,308 iShares US Telecommunications ETF shares in Q2 2015, an estimated $705K.
  • DSC Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 8 quarters.
  • DSC Advisors's iShares US Telecommunications ETF position peaked at $705K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on DSC Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.