Financial Sense Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Financial Sense Advisors’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	-34,937	Closed	-$1.04M	–	57
2018 Q3	$1.04M	Sell	34,937 -173	-0.5%	-$4.99K	0.44%	37
2018 Q2	$968K	Buy	+35,110	New	+$964K	0.67%	28

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

Financial Sense Advisors's IYZ Position: Q4 2018 in Review

Financial Sense Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 34,937 shares — an estimated $1.04M sold.

Financial Sense Advisors first reported a position in IYZ in Q2 2018 and held it in 2 quarters. The position peaked at $1.04M in Q3 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Financial Sense Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Financial Sense Advisors sold 34,937 iShares US Telecommunications ETF shares in Q4 2018, an estimated $1.04M.
Financial Sense Advisors first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 2 quarters.
Financial Sense Advisors's iShares US Telecommunications ETF position peaked at $1.04M in Q3 2018.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Financial Sense Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.