Ellis Investment Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Ellis Investment Partners’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
2021 Q1	–	Sell	-110	Closed	-$3K	–	776
2020 Q4	$3K	Buy	+110	New	+$3.18K	﹤0.01%	668

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ellis Investment Partners's IYZ Position: Q1 2021 in Review

Ellis Investment Partners sold out of iShares US Telecommunications ETF (IYZ) in Q1 2021, closing a stake of 110 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in IYZ in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 125 funds tracked by Wall St. Rank hold IYZ as of Q1 2021.

Ellis Investment Partners reported no remaining iShares US Telecommunications ETF position as of Q1 2021 after selling out during the quarter.
Ellis Investment Partners sold 110 iShares US Telecommunications ETF shares in Q1 2021, an estimated $3K.
Ellis Investment Partners first reported a position in iShares US Telecommunications ETF in Q4 2020 and held it in 1 quarter.
Ellis Investment Partners's iShares US Telecommunications ETF position peaked at $3K in Q4 2020.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2021.

Based on Ellis Investment Partners's 13F filing for Q1 2021, filed 3 May 2021.