Manchester Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Manchester Capital Management’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
2016 Q2	–	Sell	-600	Closed	-$18K	–	550
2016 Q1	$18K	Hold	600	–	–	﹤0.01%	504
2015 Q4	$17K	Hold	600	–	–	﹤0.01%	578
2015 Q3	$16K	Hold	600	–	–	﹤0.01%	562
2015 Q2	$18K	Hold	600	–	–	﹤0.01%	489
2015 Q1	$18K	Hold	600	–	–	﹤0.01%	473
2014 Q4	$18K	Hold	600	–	–	﹤0.01%	903
2014 Q3	$18K	Hold	600	–	–	﹤0.01%	894
2014 Q2	$18K	Hold	600	–	–	﹤0.01%	875
2014 Q1	$18K	Hold	600	–	–	﹤0.01%	784
2013 Q4	$18K	Hold	600	–	–	﹤0.01%	734
2013 Q3	$17K	Hold	600	–	–	﹤0.01%	760
2013 Q2	$16K	Buy	+600	New	+$15.7K	﹤0.01%	778

Other funds holding IYZ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manchester Capital Management's IYZ Position: Q2 2016 in Review

Manchester Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2016, closing a stake of 600 shares — an estimated $18K sold.

Manchester Capital Management first reported a position in IYZ in Q2 2013 and held it in 12 quarters. The position peaked at $18K in Q1 2016. 136 funds tracked by Wall St. Rank hold IYZ as of Q2 2016.

Manchester Capital Management reported no remaining iShares US Telecommunications ETF position as of Q2 2016 after selling out during the quarter.
Manchester Capital Management sold 600 iShares US Telecommunications ETF shares in Q2 2016, an estimated $18K.
Manchester Capital Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 12 quarters.
Manchester Capital Management's iShares US Telecommunications ETF position peaked at $18K in Q1 2016.
136 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2016.

Based on Manchester Capital Management's 13F filing for Q2 2016, filed 20 Jul 2016.