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Independent Portfolio Consultants’s iShares US Telecommunications ETF IYZ Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-1,860
Closed -$56K – 896
2014
Q2 		$56K Buy
+1,860
New +$55.1K 0.02% 620

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Independent Portfolio Consultants's IYZ Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of iShares US Telecommunications ETF (IYZ) in Q3 2014, closing a stake of 1,860 shares — an estimated $56K sold.

Independent Portfolio Consultants first reported a position in IYZ in Q2 2014 and held it in 1 quarter. The position peaked at $56K in Q2 2014. 98 funds tracked by Wall St. Rank hold IYZ as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining iShares US Telecommunications ETF position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,860 iShares US Telecommunications ETF shares in Q3 2014, an estimated $56K.
  • Independent Portfolio Consultants first reported a position in iShares US Telecommunications ETF in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares US Telecommunications ETF position peaked at $56K in Q2 2014.
  • 98 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.