Krilogy Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Krilogy Financial’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
2017 Q2	–	Sell	-423	Closed	-$15K	–	755
2017 Q1	$15K	Hold	423	–	–	﹤0.01%	459
2016 Q4	$15K	Sell	423 -127	-23%	-$4.09K	﹤0.01%	459
2016 Q3	$18K	Sell	550 -677	-55%	-$22.3K	0.01%	451
2016 Q2	$41K	Hold	1,227	–	–	0.01%	331
2016 Q1	$38K	Buy	+1,227	New	+$34.8K	0.02%	301
2015 Q4	–	Sell	-1,227	Closed	-$33K	–	521
2015 Q3	$33K	Buy	+1,227	New	+$35.1K	0.02%	254

Other funds holding IYZ

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

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

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

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

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

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

Krilogy Financial's IYZ Position: Q2 2017 in Review

Krilogy Financial sold out of iShares US Telecommunications ETF (IYZ) in Q2 2017, closing a stake of 423 shares — an estimated $15K sold.

Krilogy Financial first reported a position in IYZ in Q3 2015 and held it in 6 quarters. The position peaked at $41K in Q2 2016. 115 funds tracked by Wall St. Rank hold IYZ as of Q2 2017.

Krilogy Financial reported no remaining iShares US Telecommunications ETF position as of Q2 2017 after selling out during the quarter.
Krilogy Financial sold 423 iShares US Telecommunications ETF shares in Q2 2017, an estimated $15K.
Krilogy Financial first reported a position in iShares US Telecommunications ETF in Q3 2015 and held it in 6 quarters.
Krilogy Financial's iShares US Telecommunications ETF position peaked at $41K in Q2 2016.
115 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.