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Lattice Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

Lattice Strategies’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
2015
Q1 		– Sell
-7,235
Closed -$212K – 99
2014
Q4 		$212K Buy
7,235
+200
+3% +$5.92K 0.12% 93
2014
Q3 		$211K Hold
7,035
– – 0.11% 95
2014
Q2 		$213K Hold
7,035
– – 0.11% 98
2014
Q1 		$211K Buy
+7,035
New +$205K 0.11% 101

Other funds holding IYZ

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Lattice Strategies's IYZ Position: Q1 2015 in Review

Lattice Strategies sold out of iShares US Telecommunications ETF (IYZ) in Q1 2015, closing a stake of 7,235 shares — an estimated $212K sold.

Lattice Strategies first reported a position in IYZ in Q1 2014 and held it in 4 quarters. The position peaked at $213K in Q2 2014. 106 funds tracked by Wall St. Rank hold IYZ as of Q1 2015.

  • Lattice Strategies reported no remaining iShares US Telecommunications ETF position as of Q1 2015 after selling out during the quarter.
  • Lattice Strategies sold 7,235 iShares US Telecommunications ETF shares in Q1 2015, an estimated $212K.
  • Lattice Strategies first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 4 quarters.
  • Lattice Strategies's iShares US Telecommunications ETF position peaked at $213K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2015.

Based on Lattice Strategies's 13F filing for Q1 2015, filed 4 May 2015.