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Ladenburg Thalmann Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$57K Sell
1,906
-267
-12% -$7.86K ﹤0.01% 3439
2019
Q3 		$63K Buy
2,173
+2
+0.1% +$59 ﹤0.01% 3269
2019
Q2 		$64K Sell
2,171
-7,980
-79% -$237K ﹤0.01% 3288
2019
Q1 		$302K Sell
10,151
-92
-0.9% -$2.63K ﹤0.01% 2083
2018
Q4 		$271K Buy
10,243
+7,501
+274% +$210K ﹤0.01% 2001
2018
Q3 		$82K Buy
2,742
+333
+14% +$9.61K ﹤0.01% 2961
2018
Q2 		$65K Hold
2,409
– – ﹤0.01% 3072
2018
Q1 		$65K Sell
2,409
-4,297
-64% -$122K ﹤0.01% 3072
2017
Q4 		$197K Sell
6,706
-178
-3% -$5.28K ﹤0.01% 2223
2017
Q3 		$209K Buy
6,884
+483
+8% +$15.2K ﹤0.01% 2075
2017
Q2 		$206K Buy
6,401
+600
+10% +$19.9K ﹤0.01% 1998
2017
Q1 		$188K Sell
5,801
-1,501
-21% -$51K ﹤0.01% 1963
2016
Q4 		$251K Buy
7,302
+627
+9% +$20.2K ﹤0.01% 1659
2016
Q3 		$215K Sell
6,675
-64,519
-91% -$2.13M ﹤0.01% 1713
2016
Q2 		$2.37M Buy
71,194
+64,447
+955% +$2.02M 0.04% 414
2016
Q1 		$207K Buy
6,747
+4,258
+171% +$121K ﹤0.01% 1587
2015
Q4 		$71K Buy
2,489
+141
+6% +$4.11K ﹤0.01% 2312
2015
Q3 		$64K Sell
2,348
-7,286
-76% -$208K ﹤0.01% 2302
2015
Q2 		$282K Buy
9,634
+5,591
+138% +$170K 0.01% 1365
2015
Q1 		$123K Buy
4,043
+4
+0.1% +$120 ﹤0.01% 1940
2014
Q4 		$118K Buy
4,039
+803
+25% +$23.8K ﹤0.01% 1791
2014
Q3 		$97K Sell
3,236
-8
-0.2% -$243 ﹤0.01% 1615
2014
Q2 		$98K Sell
3,244
-55
-2% -$1.63K ﹤0.01% 1621
2014
Q1 		$99K Sell
3,299
-5,579
-63% -$163K ﹤0.01% 1512
2013
Q4 		$264K Sell
8,878
-2,600
-23% -$74.5K 0.01% 942
2013
Q3 		$317K Sell
11,478
-1,901
-14% -$52.2K 0.01% 828
2013
Q2 		$346K Buy
+13,379
New +$350K 0.01% 762

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IYZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares US Telecommunications ETF (IYZ) stake by 12% in Q4 2019, selling an estimated $7.86K and leaving 1,906 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Ladenburg Thalmann Financial Services first reported a position in IYZ in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.37M in Q2 2016. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,906 shares of iShares US Telecommunications ETF worth $57K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 267 iShares US Telecommunications ETF shares in Q4 2019, an estimated $7.86K.
  • iShares US Telecommunications ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3439 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares US Telecommunications ETF position peaked at $2.37M in Q2 2016.
  • 117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.