Greenleaf Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Greenleaf Trust’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 Q4	–	Sell	-9,461	Closed	-$288K	–	696
2017 Q3	$288K	Hold	9,461	–	–	0.01%	325
2017 Q2	$305K	Hold	9,461	–	–	0.01%	275
2017 Q1	$306K	Hold	9,461	–	–	0.01%	222
2016 Q4	$326K	Hold	9,461	–	–	0.01%	167
2016 Q3	$305K	Sell	9,461 -175	-2%	-$5.77K	0.01%	158
2016 Q2	$321K	Buy	+9,636	New	+$302K	0.01%	135

Other funds holding IYZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Greenleaf Trust's IYZ Position: Q4 2017 in Review

Greenleaf Trust sold out of iShares US Telecommunications ETF (IYZ) in Q4 2017, closing a stake of 9,461 shares — an estimated $288K sold.

Greenleaf Trust first reported a position in IYZ in Q2 2016 and held it in 6 quarters. The position peaked at $326K in Q4 2016. 120 funds tracked by Wall St. Rank hold IYZ as of Q4 2017.

Greenleaf Trust reported no remaining iShares US Telecommunications ETF position as of Q4 2017 after selling out during the quarter.
Greenleaf Trust sold 9,461 iShares US Telecommunications ETF shares in Q4 2017, an estimated $288K.
Greenleaf Trust first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 6 quarters.
Greenleaf Trust's iShares US Telecommunications ETF position peaked at $326K in Q4 2016.
120 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.