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

Jana 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
2015
Q2 		– Sell
-450,000
Closed -$13.6M – 50
2015
Q1 		$13.6M Buy
+450,000
New +$13.5M 0.08% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Jana Partners's IYZ Position: Q2 2015 in Review

Jana Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2015, closing a stake of 450,000 shares — an estimated $13.6M sold.

Jana Partners first reported a position in IYZ in Q1 2015 and held it in 1 quarter. The position peaked at $13.6M in Q1 2015. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

  • Jana Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2015 after selling out during the quarter.
  • Jana Partners sold 450,000 iShares US Telecommunications ETF shares in Q2 2015, an estimated $13.6M.
  • Jana Partners first reported a position in iShares US Telecommunications ETF in Q1 2015 and held it in 1 quarter.
  • Jana Partners's iShares US Telecommunications ETF position peaked at $13.6M in Q1 2015.
  • 96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on Jana Partners's 13F filing for Q2 2015, filed 14 Aug 2015.