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Managed Account Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Managed Account 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
2015
Q2 		$115K Buy
+3,937
New +$120K ﹤0.01% 2584
2015
Q1 		– Sell
-92
Closed -$3K – 3025
2014
Q4 		$3K Buy
+92
New +$2.72K ﹤0.01% 2679

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Managed Account Advisors's IYZ Position: Q2 2015 in Review

Managed Account Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2015: 3,937 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #2584 among its holdings. This is a return to the name: Managed Account Advisors previously reported a position in IYZ as recently as Q4 2014.

Managed Account Advisors first reported a position in IYZ in Q4 2014 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

  • Managed Account Advisors held 3,937 shares of iShares US Telecommunications ETF worth $115K as of Q2 2015.
  • iShares US Telecommunications ETF was a new Managed Account Advisors position in Q2 2015.
  • iShares US Telecommunications ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2584 holding.
  • Managed Account Advisors first reported a position in iShares US Telecommunications ETF in Q4 2014 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.