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Foresters Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Foresters Asset 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
2016
Q3 		– Sell
-2,900
Closed -$97K – 84
2016
Q2 		$97K Buy
+2,900
New +$90.7K 0.05% 81

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foresters Asset Management's IYZ Position: Q3 2016 in Review

Foresters Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2016, closing a stake of 2,900 shares — an estimated $97K sold.

Foresters Asset Management first reported a position in IYZ in Q2 2016 and held it in 1 quarter. The position peaked at $97K in Q2 2016. 123 funds tracked by Wall St. Rank hold IYZ as of Q3 2016.

  • Foresters Asset Management reported no remaining iShares US Telecommunications ETF position as of Q3 2016 after selling out during the quarter.
  • Foresters Asset Management sold 2,900 iShares US Telecommunications ETF shares in Q3 2016, an estimated $97K.
  • Foresters Asset Management first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 1 quarter.
  • Foresters Asset Management's iShares US Telecommunications ETF position peaked at $97K in Q2 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2016.

Based on Foresters Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.