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Field & Main Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

Field & Main Bank’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
Q4 		– Sell
-300
Closed -$9K – 194
2019
Q3 		$9K Sell
300
-100
-25% -$2.93K 0.01% 184
2019
Q2 		$12K Sell
400
-200
-33% -$5.95K 0.01% 180
2019
Q1 		$18K Buy
+600
New +$17.2K 0.02% 169
2018
Q3 		$22K Sell
750
-100
-12% -$2.88K 0.02% 180
2018
Q2 		$23K Buy
850
+150
+21% +$4.12K 0.02% 177
2018
Q1 		$19K Buy
700
+100
+17% +$2.84K 0.02% 184
2017
Q4 		$18K Buy
+600
New +$17.8K 0.02% 188
2015
Q2 		$21K Sell
725
-150
-17% -$4.57K 0.02% 162
2015
Q1 		$26K Hold
875
– – 0.02% 149
2014
Q4 		$26K Sell
875
-50
-5% -$1.48K 0.02% 149
2014
Q3 		$28K Hold
925
– – 0.03% 136
2014
Q2 		$28K Hold
925
– – 0.03% 134
2014
Q1 		$28K Sell
925
-250
-21% -$7.3K 0.03% 135
2013
Q4 		$35K Buy
+1,175
New +$33.7K 0.03% 133

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Field & Main Bank's IYZ Position: Q4 2019 in Review

Field & Main Bank sold out of iShares US Telecommunications ETF (IYZ) in Q4 2019, closing a stake of 300 shares — an estimated $9K sold.

Field & Main Bank first reported a position in IYZ in Q4 2013 and held it in 14 quarters. The position peaked at $35K in Q4 2013. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

  • Field & Main Bank reported no remaining iShares US Telecommunications ETF position as of Q4 2019 after selling out during the quarter.
  • Field & Main Bank sold 300 iShares US Telecommunications ETF shares in Q4 2019, an estimated $9K.
  • Field & Main Bank first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 14 quarters.
  • Field & Main Bank's iShares US Telecommunications ETF position peaked at $35K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Field & Main Bank's 13F filing for Q4 2019, filed 3 Feb 2020.