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

Foresters Investment 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
2018 Q2	–	Sell	-167,000	Closed	-$4.51M	–	399
2018 Q1	$4.51M	Sell	167,000 -33,000	-17%	-$939K	0.08%	275
2017 Q4	$5.88M	Buy	+200,000	New	+$5.93M	0.09%	236
2013 Q4	–	Sell	-57,500	Closed	-$1.59M	–	279
2013 Q3	$1.59M	Buy	+57,500	New	+$1.58M	0.04%	252

Other funds holding IYZ

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 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

LMIM

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Foresters Investment Management's IYZ Position: Q2 2018 in Review

Foresters Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 167,000 shares — an estimated $4.51M sold.

Foresters Investment Management first reported a position in IYZ in Q3 2013 and held it in 3 quarters. The position peaked at $5.88M in Q4 2017. 126 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

Foresters Investment Management reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
Foresters Investment Management sold 167,000 iShares US Telecommunications ETF shares in Q2 2018, an estimated $4.51M.
Foresters Investment Management first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 3 quarters.
Foresters Investment Management's iShares US Telecommunications ETF position peaked at $5.88M in Q4 2017.
126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on Foresters Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.