Johnson Financial Group Inc (Wisconsin)’s iShares US Telecommunications ETF IYZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-5,070	Closed	-$146K	–	759
2015 Q4	$146K	Buy	5,070 +4,235	+507%	+$123K	0.03%	277
2015 Q3	$23K	Buy	+835	New	+$23.9K	0.01%	563
2015 Q2	–	Sell	-168	Closed	-$5K	–	907
2015 Q1	$5K	Sell	168 -307	-65%	-$9.23K	﹤0.01%	733
2014 Q4	$14K	Buy	+475	New	+$14.1K	﹤0.01%	620
2014 Q3	–	Sell	-150	Closed	-$5K	–	773
2014 Q2	$5K	Sell	150 -795	-84%	-$23.6K	﹤0.01%	642
2014 Q1	$28K	Hold	945	–	–	0.01%	487
2013 Q4	$28K	Sell	945 -1,665	-64%	-$47.7K	0.01%	471
2013 Q3	$72K	Sell	2,610 -6,560	-72%	-$180K	0.02%	354
2013 Q2	$237K	Buy	+9,170	New	+$240K	0.07%	190

Other funds holding IYZ

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s IYZ Position: Q1 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares US Telecommunications ETF (IYZ) in Q1 2016, closing a stake of 5,070 shares — an estimated $146K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYZ in Q2 2013 and held it in 9 quarters. The position peaked at $237K in Q2 2013. 112 funds tracked by Wall St. Rank hold IYZ as of Q1 2016.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares US Telecommunications ETF position as of Q1 2016 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 5,070 iShares US Telecommunications ETF shares in Q1 2016, an estimated $146K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares US Telecommunications ETF position peaked at $237K in Q2 2013.
112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2016, filed 9 May 2016.