EAMA
IYZ icon

EFG Asset Management (Americas)’s iShares US Telecommunications ETF IYZ Stock Holding History

EFG Asset Management (Americas)’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
2014
Q2 		– Sell
-130
Closed -$4K – 134
2014
Q1 		$4K Buy
+130
New +$3.8K ﹤0.01% 133

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

EFG Asset Management (Americas)'s IYZ Position: Q2 2014 in Review

EFG Asset Management (Americas) sold out of iShares US Telecommunications ETF (IYZ) in Q2 2014, closing a stake of 130 shares — an estimated $4K sold.

EFG Asset Management (Americas) first reported a position in IYZ in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYZ as of Q2 2014.

  • EFG Asset Management (Americas) reported no remaining iShares US Telecommunications ETF position as of Q2 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 130 iShares US Telecommunications ETF shares in Q2 2014, an estimated $4K.
  • EFG Asset Management (Americas) first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s iShares US Telecommunications ETF position peaked at $4K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2014, filed 30 Jul 2014.