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LifePlan Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-1
Closed – – 142
2014
Q1 		$0 Sell
1
-787
-100% -$23K ﹤0.01% 271
2013
Q4 		$23K Sell
788
-2,038
-72% -$58.4K 0.02% 128
2013
Q3 		$78K Buy
2,826
+2,825
+282,500% +$77.6K 0.06% 80
2013
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 204

Other funds holding IYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

LifePlan Financial Group's IYZ Position: Q2 2014 in Review

LifePlan Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q2 2014, closing a stake of 1 share.

LifePlan Financial Group first reported a position in IYZ in Q2 2013 and held it in 4 quarters. The position peaked at $78K in Q3 2013. 107 funds tracked by Wall St. Rank hold IYZ as of Q2 2014.

  • LifePlan Financial Group reported no remaining iShares US Telecommunications ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 1 iShares US Telecommunications ETF share in Q2 2014.
  • LifePlan Financial Group first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's iShares US Telecommunications ETF position peaked at $78K in Q3 2013.
  • 107 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.