Intellectus Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Intellectus Partners’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 Q2	–	Sell	-626	Closed	-$19K	–	298
2019 Q1	$19K	Buy	+626	New	+$17.9K	0.01%	315
2018 Q4	–	Sell	-626	Closed	-$19K	–	404
2018 Q3	$19K	Hold	626	–	–	0.01%	438
2018 Q2	$17K	Hold	626	–	–	0.01%	441
2018 Q1	$17K	Hold	626	–	–	0.01%	434
2017 Q4	$18K	Hold	626	–	–	0.01%	437
2017 Q3	$19K	Buy	+626	New	+$19.7K	0.01%	549

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Intellectus Partners's IYZ Position: Q2 2019 in Review

Intellectus Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 626 shares — an estimated $19K sold.

Intellectus Partners first reported a position in IYZ in Q3 2017 and held it in 6 quarters. The position peaked at $19K in Q1 2019. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

Intellectus Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 626 iShares US Telecommunications ETF shares in Q2 2019, an estimated $19K.
Intellectus Partners first reported a position in iShares US Telecommunications ETF in Q3 2017 and held it in 6 quarters.
Intellectus Partners's iShares US Telecommunications ETF position peaked at $19K in Q1 2019.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.