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Golden State Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-200
Closed -$6K – 518
2019
Q3 		$6K Hold
200
– – ﹤0.01% 829
2019
Q2 		$5K Hold
200
– – ﹤0.01% 874
2019
Q1 		$6K Buy
+200
New +$5.72K ﹤0.01% 867

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
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
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Golden State Wealth Management's IYZ Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2019, closing a stake of 200 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in IYZ in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q3 2019. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 200 iShares US Telecommunications ETF shares in Q4 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in iShares US Telecommunications ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares US Telecommunications ETF position peaked at $6K in Q3 2019.
  • 117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.