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Financial Architects (New Jersey)’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Architects (New Jersey)’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
-300
Closed -$8K – 757
2013
Q2 		$8K Buy
+300
New +$7.84K 0.01% 493

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Deutsche Bank
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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

Financial Architects (New Jersey)'s IYZ Position: Q3 2013 in Review

Financial Architects (New Jersey) sold out of iShares US Telecommunications ETF (IYZ) in Q3 2013, closing a stake of 300 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in IYZ in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Financial Architects (New Jersey) reported no remaining iShares US Telecommunications ETF position as of Q3 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 iShares US Telecommunications ETF shares in Q3 2013, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares US Telecommunications ETF position peaked at $8K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2013, filed 25 Nov 2013.