Highland Capital Management (Tennessee)’s iShares US Telecommunications ETF IYZ Stock Holding History

Highland Capital Management (Tennessee)’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	-7,450	Closed	-$257K	–	336
2016 Q4	$257K	Hold	7,450	–	–	0.02%	302
2016 Q3	$240K	Hold	7,450	–	–	0.02%	309
2016 Q2	$248K	Hold	7,450	–	–	0.02%	306
2016 Q1	$229K	Hold	7,450	–	–	0.02%	293
2015 Q4	$214K	Hold	7,450	–	–	0.02%	296
2015 Q3	$201K	Hold	7,450	–	–	0.02%	303
2015 Q2	$218K	Hold	7,450	–	–	0.02%	311
2015 Q1	$225K	Hold	7,450	–	–	0.04%	136
2014 Q4	$218K	Hold	7,450	–	–	0.04%	152
2014 Q3	$223K	Hold	7,450	–	–	0.04%	142
2014 Q2	$226K	Hold	7,450	–	–	0.04%	144
2014 Q1	$223K	Hold	7,450	–	–	0.04%	131
2013 Q4	$221K	Hold	7,450	–	–	0.04%	125
2013 Q3	$205K	Buy	+7,450	New	+$205K	0.05%	123

Other funds holding IYZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Highland Capital Management (Tennessee)'s IYZ Position: Q1 2017 in Review

Highland Capital Management (Tennessee) sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 7,450 shares — an estimated $257K sold.

Highland Capital Management (Tennessee) first reported a position in IYZ in Q3 2013 and held it in 14 quarters. The position peaked at $257K in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

Highland Capital Management (Tennessee) reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 7,450 iShares US Telecommunications ETF shares in Q1 2017, an estimated $257K.
Highland Capital Management (Tennessee) first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 14 quarters.
Highland Capital Management (Tennessee)'s iShares US Telecommunications ETF position peaked at $257K in Q4 2016.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q1 2017, filed 11 Apr 2017.