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Grimes & Company’s iShares US Telecommunications ETF IYZ Stock Holding History

Grimes & Company’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
-14,881
Closed -$438K – 249
2017
Q4 		$438K Buy
+14,881
New +$441K 0.04% 153
2016
Q2 		– Sell
-29,092
Closed -$894K – 217
2016
Q1 		$894K Buy
+29,092
New +$824K 0.12% 101

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

Grimes & Company's IYZ Position: Q1 2018 in Review

Grimes & Company sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 14,881 shares — an estimated $438K sold.

Grimes & Company first reported a position in IYZ in Q1 2016 and held it in 2 quarters. The position peaked at $894K in Q1 2016. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

  • Grimes & Company reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
  • Grimes & Company sold 14,881 iShares US Telecommunications ETF shares in Q1 2018, an estimated $438K.
  • Grimes & Company first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 2 quarters.
  • Grimes & Company's iShares US Telecommunications ETF position peaked at $894K in Q1 2016.
  • 127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Grimes & Company's 13F filing for Q1 2018, filed 7 May 2018.