Jackson Grant Investment Advisers’s iShares US Telecommunications ETF IYZ Stock Holding History

Jackson Grant Investment Advisers’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
2018 Q4	–	Sell	-107	Closed	-$3K	–	249
2018 Q3	$3K	Hold	107	–	–	﹤0.01%	203
2018 Q2	$3K	Hold	107	–	–	﹤0.01%	211
2018 Q1	$3K	Buy	107 +1	+0.9%	+$28	﹤0.01%	203
2017 Q4	$3K	Buy	106 +2	+2%	+$59	﹤0.01%	205
2017 Q3	$3K	Buy	104 +1	+1%	+$31	﹤0.01%	208
2017 Q2	$3K	Sell	103 -1,959	-95%	-$64.8K	﹤0.01%	178
2017 Q1	$67K	Sell	2,062 -163	-7%	-$5.54K	0.05%	114
2016 Q4	$77K	Buy	2,225 +29	+1%	+$933	0.07%	106
2016 Q3	$71K	Hold	2,196	–	–	0.06%	100
2016 Q2	$73K	Buy	2,196 +224	+11%	+$7.01K	0.06%	94
2016 Q1	$61K	Buy	1,972 +1,427	+262%	+$40.4K	0.06%	96
2015 Q4	$16K	Buy	+545	New	+$15.9K	0.02%	148

Other funds holding IYZ

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

LMIM

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

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

TAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jackson Grant Investment Advisers's IYZ Position: Q4 2018 in Review

Jackson Grant Investment Advisers sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 107 shares — an estimated $3K sold.

Jackson Grant Investment Advisers first reported a position in IYZ in Q4 2015 and held it in 12 quarters. The position peaked at $77K in Q4 2016. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Jackson Grant Investment Advisers reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 107 iShares US Telecommunications ETF shares in Q4 2018, an estimated $3K.
Jackson Grant Investment Advisers first reported a position in iShares US Telecommunications ETF in Q4 2015 and held it in 12 quarters.
Jackson Grant Investment Advisers's iShares US Telecommunications ETF position peaked at $77K in Q4 2016.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2018, filed 23 Jan 2019.