EWM
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Evercore Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Evercore Wealth Management’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
2013
Q3 		– Sell
-1,895
Closed -$50K – 1000
2013
Q2 		$50K Buy
+1,895
New +$49.5K ﹤0.01% 571

Other funds holding IYZ

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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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's IYZ Position: Q3 2013 in Review

Evercore Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2013, closing a stake of 1,895 shares — an estimated $50K sold.

Evercore Wealth Management first reported a position in IYZ in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Evercore Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,895 iShares US Telecommunications ETF shares in Q3 2013, an estimated $50K.
  • Evercore Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 1 quarter.
  • Evercore Wealth Management's iShares US Telecommunications ETF position peaked at $50K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Evercore Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.