KIA
IYZ icon

KCM Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-8,339
Closed -$230K – 518
2018
Q2 		$230K Sell
8,339
-41,122
-83% -$1.13M 0.01% 480
2018
Q1 		$1.34M Buy
49,461
+919
+2% +$26.1K 0.08% 220
2017
Q4 		$1.43M Buy
48,542
+2,504
+5% +$74.3K 0.08% 219
2017
Q3 		$1.4M Buy
46,038
+3,119
+7% +$98.1K 0.09% 219
2017
Q2 		$1.39M Buy
42,919
+2,600
+6% +$86.1K 0.09% 216
2017
Q1 		$1.3M Buy
40,319
+11,340
+39% +$385K 0.08% 223
2016
Q4 		$1M Buy
28,979
+1,038
+4% +$33.4K 0.07% 248
2016
Q3 		$900K Buy
27,941
+40
+0.1% +$1.32K 0.06% 261
2016
Q2 		$929K Sell
27,901
-40
-0.1% -$1.25K 0.06% 254
2016
Q1 		$859K Buy
27,941
+4,712
+20% +$133K 0.06% 262
2015
Q4 		$669K Buy
23,229
+1,100
+5% +$32K 0.05% 297
2015
Q3 		$597K Buy
22,129
+1,001
+5% +$28.6K 0.05% 305
2015
Q2 		$619K Sell
21,128
-3,044
-13% -$92.7K 0.05% 320
2015
Q1 		$730K Buy
24,172
+1,141
+5% +$34.3K 0.06% 288
2014
Q4 		$674K Buy
23,031
+7,969
+53% +$236K 0.06% 291
2014
Q3 		$451K Buy
15,062
+1,439
+11% +$43.8K 0.04% 336
2014
Q2 		$413K Buy
13,623
+1,292
+10% +$38.3K 0.04% 350
2014
Q1 		$370K Buy
12,331
+1,200
+11% +$35K 0.04% 339
2013
Q4 		$331K Buy
11,131
+133
+1% +$3.81K 0.04% 346
2013
Q3 		$303K Buy
10,998
+240
+2% +$6.59K 0.04% 350
2013
Q2 		$278K Buy
+10,758
New +$281K 0.03% 365

Other funds holding IYZ

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM Investment Advisors's IYZ Position: Q3 2018 in Review

KCM Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 8,339 shares — an estimated $230K sold.

KCM Investment Advisors first reported a position in IYZ in Q2 2013 and held it in 21 quarters. The position peaked at $1.43M in Q4 2017. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

  • KCM Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 8,339 iShares US Telecommunications ETF shares in Q3 2018, an estimated $230K.
  • KCM Investment Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 21 quarters.
  • KCM Investment Advisors's iShares US Telecommunications ETF position peaked at $1.43M in Q4 2017.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on KCM Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.