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MainStreet Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

MainStreet Investment 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
2018
Q3 		– Sell
-8,750
Closed -$241K – 166
2018
Q2 		$241K Hold
8,750
– – 0.03% 146
2018
Q1 		$236K Sell
8,750
-1,500
-15% -$42.7K 0.04% 148
2017
Q4 		$301K Buy
+10,250
New +$304K 0.05% 131

Other funds holding IYZ

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MainStreet Investment Advisors's IYZ Position: Q3 2018 in Review

MainStreet Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 8,750 shares — an estimated $241K sold.

MainStreet Investment Advisors first reported a position in IYZ in Q4 2017 and held it in 3 quarters. The position peaked at $301K in Q4 2017. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

  • MainStreet Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
  • MainStreet Investment Advisors sold 8,750 iShares US Telecommunications ETF shares in Q3 2018, an estimated $241K.
  • MainStreet Investment Advisors first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 3 quarters.
  • MainStreet Investment Advisors's iShares US Telecommunications ETF position peaked at $301K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on MainStreet Investment Advisors's 13F filing for Q3 2018, filed 15 Oct 2018.