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Investment Centers of America’s iShares US Telecommunications ETF IYZ Stock Holding History

Investment Centers of America’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
Q2 		– Sell
-23,561
Closed -$641K – 391
2014
Q1 		$641K Buy
+23,561
New +$688K 0.13% 171
2013
Q4 		– Sell
-23,561
Closed -$641K – 303
2013
Q3 		$641K Sell
23,561
-319
-1% -$8.77K 0.13% 172
2013
Q2 		$596K Buy
+23,880
New +$624K 0.16% 149

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 $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Investment Centers of America's IYZ Position: Q2 2014 in Review

Investment Centers of America sold out of iShares US Telecommunications ETF (IYZ) in Q2 2014, closing a stake of 23,561 shares — an estimated $641K sold.

Investment Centers of America first reported a position in IYZ in Q2 2013 and held it in 3 quarters. The position peaked at $641K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYZ as of Q2 2014.

  • Investment Centers of America reported no remaining iShares US Telecommunications ETF position as of Q2 2014 after selling out during the quarter.
  • Investment Centers of America sold 23,561 iShares US Telecommunications ETF shares in Q2 2014, an estimated $641K.
  • Investment Centers of America first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 3 quarters.
  • Investment Centers of America's iShares US Telecommunications ETF position peaked at $641K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2014.

Based on Investment Centers of America's 13F filing for Q2 2014, filed 5 Aug 2014.