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Founders Capital Management (Texas)’s iShares US Telecommunications ETF IYZ Stock Holding History

Founders Capital Management (Texas)’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
Q1 		– Sell
-150
Closed -$4K – 381
2017
Q4 		$4K Hold
150
– – ﹤0.01% 332
2017
Q3 		$5K Hold
150
– – ﹤0.01% 321
2017
Q2 		$5K Hold
150
– – ﹤0.01% 324
2017
Q1 		$5K Buy
+150
New +$5.1K ﹤0.01% 343

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Founders Capital Management (Texas)'s IYZ Position: Q1 2018 in Review

Founders Capital Management (Texas) sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 150 shares — an estimated $4K sold.

Founders Capital Management (Texas) first reported a position in IYZ in Q1 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

  • Founders Capital Management (Texas) reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 150 iShares US Telecommunications ETF shares in Q1 2018, an estimated $4K.
  • Founders Capital Management (Texas) first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 4 quarters.
  • Founders Capital Management (Texas)'s iShares US Telecommunications ETF position peaked at $5K in Q3 2017.
  • 127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2018, filed 9 Apr 2018.