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IYZ icon

Geneva Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Geneva 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
2017
Q1 		– Sell
-6,170
Closed -$213K – 799
2016
Q4 		$213K Buy
+6,170
New +$199K ﹤0.01% 663

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneva Advisors's IYZ Position: Q1 2017 in Review

Geneva Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 6,170 shares — an estimated $213K sold.

Geneva Advisors first reported a position in IYZ in Q4 2016 and held it in 1 quarter. The position peaked at $213K in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Geneva Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Geneva Advisors sold 6,170 iShares US Telecommunications ETF shares in Q1 2017, an estimated $213K.
  • Geneva Advisors first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 1 quarter.
  • Geneva Advisors's iShares US Telecommunications ETF position peaked at $213K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Geneva Advisors's 13F filing for Q1 2017, filed 1 May 2017.