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

Gupta 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
2015
Q3 		– Sell
-23
Closed -$1K – 1300
2015
Q2 		$1K Buy
+23
New +$701 ﹤0.01% 1200

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Gupta Wealth Management's IYZ Position: Q3 2015 in Review

Gupta Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 23 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in IYZ in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Gupta Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 23 iShares US Telecommunications ETF shares in Q3 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares US Telecommunications ETF position peaked at $1K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.