HSBC Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

HSBC Holdings’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 Q1	–	Sell	-15,043	Closed	-$396K	–	2808
2018 Q4	$396K	Hold	15,043	–	–	﹤0.01%	2194
2018 Q3	$447K	Sell	15,043 -22,638	-60%	-$653K	﹤0.01%	2070
2018 Q2	$1.04M	Sell	37,681 -25,638	-40%	-$704K	﹤0.01%	1768
2018 Q1	$1.71M	Buy	63,319 +33,435	+112%	+$951K	﹤0.01%	1469
2017 Q4	$878K	Buy	29,884 +14,841	+99%	+$440K	﹤0.01%	1325
2017 Q3	$457K	Hold	15,043	–	–	﹤0.01%	1753
2017 Q2	$485K	Hold	15,043	–	–	﹤0.01%	1706
2017 Q1	$486K	Hold	15,043	–	–	﹤0.01%	1616
2016 Q4	$519K	Hold	15,043	–	–	﹤0.01%	1806
2016 Q3	$485K	Hold	15,043	–	–	﹤0.01%	1579
2016 Q2	$501K	Hold	15,043	–	–	﹤0.01%	1570
2016 Q1	$462K	Hold	15,043	–	–	﹤0.01%	1576
2015 Q4	$433K	Hold	15,043	–	–	﹤0.01%	1727
2015 Q3	$406K	Hold	15,043	–	–	﹤0.01%	1485
2015 Q2	$440K	Hold	15,043	–	–	﹤0.01%	1468
2015 Q1	$455K	Hold	15,043	–	–	﹤0.01%	1583
2014 Q4	$440K	Hold	15,043	–	–	﹤0.01%	1511
2014 Q3	$451K	Sell	15,043 -12,524	-45%	-$381K	﹤0.01%	1496
2014 Q2	$836K	Hold	27,567	–	–	﹤0.01%	1345
2014 Q1	$826K	Sell	27,567 -2,478	-8%	-$72.3K	﹤0.01%	1279
2013 Q4	$892K	Sell	30,045 -2,618	-8%	-$75K	﹤0.01%	1296
2013 Q3	$903K	Hold	32,663	–	–	﹤0.01%	1252
2013 Q2	$841K	Buy	+32,663	New	+$854K	﹤0.01%	1117

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HSBC Holdings's IYZ Position: Q1 2019 in Review

HSBC Holdings sold out of iShares US Telecommunications ETF (IYZ) in Q1 2019, closing a stake of 15,043 shares — an estimated $396K sold.

HSBC Holdings first reported a position in IYZ in Q2 2013 and held it in 23 quarters. The position peaked at $1.71M in Q1 2018. 124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

HSBC Holdings reported no remaining iShares US Telecommunications ETF position as of Q1 2019 after selling out during the quarter.
HSBC Holdings sold 15,043 iShares US Telecommunications ETF shares in Q1 2019, an estimated $396K.
HSBC Holdings first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 23 quarters.
HSBC Holdings's iShares US Telecommunications ETF position peaked at $1.71M in Q1 2018.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on HSBC Holdings's 13F filing for Q1 2019, filed 15 May 2019.