Edmond de Rothschild Holding’s iShares US Telecommunications ETF IYZ Stock Holding History

Edmond de Rothschild Holding’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 Q3	–	Sell	-710	Closed	-$21K	–	588
2019 Q2	$21K	Sell	710 -2,830	-80%	-$84.2K	﹤0.01%	524
2019 Q1	$105K	Hold	3,540	–	–	﹤0.01%	422
2018 Q4	$93K	Hold	3,540	–	–	﹤0.01%	470
2018 Q3	$105K	Buy	3,540 +2,830	+399%	+$81.6K	﹤0.01%	535
2018 Q2	$20K	Buy	+710	New	+$19.5K	﹤0.01%	679
2017 Q4	–	Sell	-191,600	Closed	-$5.83M	–	810
2017 Q3	$5.83M	Buy	+191,600	New	+$6.03M	0.17%	109
2017 Q2	–	Sell	-1,030	Closed	-$33K	–	834
2017 Q1	$33K	Hold	1,030	–	–	﹤0.01%	694
2016 Q4	$36K	Hold	1,030	–	–	﹤0.01%	679
2016 Q3	$33K	Buy	+1,030	New	+$34K	﹤0.01%	711

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Edmond de Rothschild Holding's IYZ Position: Q3 2019 in Review

Edmond de Rothschild Holding sold out of iShares US Telecommunications ETF (IYZ) in Q3 2019, closing a stake of 710 shares — an estimated $21K sold.

Edmond de Rothschild Holding first reported a position in IYZ in Q3 2016 and held it in 9 quarters. The position peaked at $5.83M in Q3 2017. 112 funds tracked by Wall St. Rank hold IYZ as of Q3 2019.

Edmond de Rothschild Holding reported no remaining iShares US Telecommunications ETF position as of Q3 2019 after selling out during the quarter.
Edmond de Rothschild Holding sold 710 iShares US Telecommunications ETF shares in Q3 2019, an estimated $21K.
Edmond de Rothschild Holding first reported a position in iShares US Telecommunications ETF in Q3 2016 and held it in 9 quarters.
Edmond de Rothschild Holding's iShares US Telecommunications ETF position peaked at $5.83M in Q3 2017.
112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2019, filed 14 Nov 2019.