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L & S Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

L & S 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
2017
Q1 		– Sell
-8,115
Closed -$280K – 262
2016
Q4 		$280K Sell
8,115
-2,449
-23% -$78.8K 0.06% 139
2016
Q3 		$340K Buy
+10,564
New +$348K 0.09% 107
2016
Q2 		– Sell
-10,342
Closed -$318K – 129
2016
Q1 		$318K Buy
+10,342
New +$293K 0.08% 60
2015
Q4 		– Sell
-11,416
Closed -$308K – 90
2015
Q3 		$308K Sell
11,416
-2,389
-17% -$68.4K 0.09% 75
2015
Q2 		$404K Sell
13,805
-14,974
-52% -$456K 0.1% 78
2015
Q1 		$870K Buy
+28,779
New +$865K 0.23% 75

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L & S Advisors's IYZ Position: Q1 2017 in Review

L & S Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 8,115 shares — an estimated $280K sold.

L & S Advisors first reported a position in IYZ in Q1 2015 and held it in 6 quarters. The position peaked at $870K in Q1 2015. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • L & S Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • L & S Advisors sold 8,115 iShares US Telecommunications ETF shares in Q1 2017, an estimated $280K.
  • L & S Advisors first reported a position in iShares US Telecommunications ETF in Q1 2015 and held it in 6 quarters.
  • L & S Advisors's iShares US Telecommunications ETF position peaked at $870K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on L & S Advisors's 13F filing for Q1 2017, filed 12 May 2017.