First Allied Advisory Services’s iShares US Telecommunications ETF IYZ Stock Holding History

First Allied Advisory Services’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
2020 Q1	–	Sell	-7,544	Closed	-$224K	–	1151
2019 Q4	$224K	Sell	7,544 -26	-0.3%	-$766	0.01%	1070
2019 Q3	$219K	Sell	7,570 -440	-5%	-$12.9K	0.01%	1056
2019 Q2	$236K	Sell	8,010 -159	-2%	-$4.73K	0.01%	1016
2019 Q1	$242K	Hold	8,169	–	–	0.01%	973
2018 Q4	$216K	Sell	8,169 -8,550	-51%	-$240K	0.01%	923
2018 Q3	$495K	Sell	16,719 -615	-4%	-$17.7K	0.02%	727
2018 Q2	$482K	Buy	17,334 +3,875	+29%	+$106K	0.02%	688
2018 Q1	$365K	Buy	13,459 +453	+3%	+$12.9K	0.01%	789
2017 Q4	$381K	Buy	13,006 +183	+1%	+$5.43K	0.02%	767
2017 Q3	$387K	Buy	12,823 +1,015	+9%	+$31.9K	0.02%	715
2017 Q2	$377K	Sell	11,808 -9,733	-45%	-$322K	0.02%	728
2017 Q1	$157K	Sell	21,541 -2,191	-9%	-$74.5K	0.01%	1025
2016 Q4	$819K	Buy	23,732 +17,391	+274%	+$560K	0.04%	449
2016 Q3	$204K	Sell	6,341 -21,545	-77%	-$710K	0.01%	928
2016 Q2	$925K	Buy	+27,886	New	+$873K	0.05%	377
2015 Q3	–	Sell	-14,809	Closed	-$429K	–	1101
2015 Q2	$429K	Buy	14,809 +3,276	+28%	+$99.8K	0.02%	670
2015 Q1	$348K	Buy	11,533 +635	+6%	+$19.1K	0.02%	715
2014 Q4	$316K	Buy	+10,898	New	+$322K	0.02%	725
2014 Q3	–	Sell	-6,671	Closed	-$203K	–	1063
2014 Q2	$203K	Sell	6,671 -43	-0.6%	-$1.27K	0.01%	881
2014 Q1	$200K	Hold	6,714	–	–	0.02%	888
2013 Q4	$200K	Buy	+6,714	New	+$192K	0.02%	827

Other funds holding IYZ

LMIM

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

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

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

First Allied Advisory Services's IYZ Position: Q1 2020 in Review

First Allied Advisory Services sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 7,544 shares — an estimated $224K sold.

First Allied Advisory Services first reported a position in IYZ in Q4 2013 and held it in 21 quarters. The position peaked at $925K in Q2 2016. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

First Allied Advisory Services reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 7,544 iShares US Telecommunications ETF shares in Q1 2020, an estimated $224K.
First Allied Advisory Services first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 21 quarters.
First Allied Advisory Services's iShares US Telecommunications ETF position peaked at $925K in Q2 2016.
102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.