Integrated Wealth Management (Palm Desert)’s iShares US Telecommunications ETF IYZ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-3	Closed	–	–	647
2016 Q3	$0	Hold	3	–	–	﹤0.01%	1281
2016 Q2	$0	Hold	3	–	–	﹤0.01%	1333
2016 Q1	$0	Hold	3	–	–	﹤0.01%	1254
2015 Q4	$0	Sell	3 -312	-99%	-$9.08K	﹤0.01%	1338
2015 Q3	$9K	Sell	315 -227	-42%	-$6.5K	﹤0.01%	787
2015 Q2	$16K	Buy	542 +34	+7%	+$1.04K	0.01%	667
2015 Q1	$15K	Buy	+508	New	+$15.3K	0.01%	652

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IYZ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Telecommunications ETF (IYZ) in Q4 2016, closing a stake of 3 shares.

Integrated Wealth Management (Palm Desert) first reported a position in IYZ in Q1 2015 and held it in 7 quarters. The position peaked at $16K in Q2 2015. 125 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares US Telecommunications ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 3 iShares US Telecommunications ETF shares in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in iShares US Telecommunications ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares US Telecommunications ETF position peaked at $16K in Q2 2015.
125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.