Exchange Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Exchange Capital 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
2018 Q4	–	Sell	-50	Closed	-$1K	–	201
2018 Q3	$1K	Sell	50 -140	-74%	-$4.04K	﹤0.01%	300
2018 Q2	$5K	Hold	190	–	–	﹤0.01%	231
2018 Q1	$5K	Hold	190	–	–	﹤0.01%	215
2017 Q4	$6K	Hold	190	–	–	﹤0.01%	200
2017 Q3	$6K	Hold	190	–	–	﹤0.01%	216
2017 Q2	$6K	Hold	190	–	–	﹤0.01%	201
2017 Q1	$6K	Hold	190	–	–	﹤0.01%	188
2016 Q4	$7K	Buy	190 +50	+36%	+$1.61K	﹤0.01%	166
2016 Q3	$5K	Hold	140	–	–	﹤0.01%	198
2016 Q2	$5K	Buy	+140	New	+$4.38K	﹤0.01%	208
2015 Q1	–	Sell	-140	Closed	-$4K	–	214
2014 Q4	$4K	Sell	140 -130	-48%	-$3.85K	﹤0.01%	217
2014 Q3	$8K	Hold	270	–	–	﹤0.01%	190
2014 Q2	$8K	Sell	270 -205	-43%	-$6.08K	﹤0.01%	191
2014 Q1	$14K	Hold	475	–	–	0.01%	164
2013 Q4	$14K	Sell	475 -16,595	-97%	-$475K	0.01%	132
2013 Q3	$471K	Sell	17,070 -290	-2%	-$7.97K	0.25%	67
2013 Q2	$449K	Buy	+17,360	New	+$454K	0.25%	67

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Exchange Capital Management's IYZ Position: Q4 2018 in Review

Exchange Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Exchange Capital Management first reported a position in IYZ in Q2 2013 and held it in 17 quarters. The position peaked at $471K in Q3 2013. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Exchange Capital Management reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 50 iShares US Telecommunications ETF shares in Q4 2018, an estimated $1K.
Exchange Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 17 quarters.
Exchange Capital Management's iShares US Telecommunications ETF position peaked at $471K in Q3 2013.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.