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MassMutual Private Wealth & Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

MassMutual Private Wealth & Trust’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
2020
Q3 		– Sell
-950
Closed -$26K – 780
2020
Q2 		$26K Sell
950
-150
-14% -$4.08K ﹤0.01% 451
2020
Q1 		$27K Hold
1,100
– – ﹤0.01% 422
2019
Q4 		$33K Sell
1,100
-650
-37% -$19.1K ﹤0.01% 478
2019
Q3 		$51K Hold
1,750
– – ﹤0.01% 420
2019
Q2 		$52K Hold
1,750
– – ﹤0.01% 420
2019
Q1 		$52K Sell
1,750
-1,500
-46% -$42.9K ﹤0.01% 424
2018
Q4 		$85.6K Hold
3,250
– – 0.01% 380
2018
Q3 		$96.7K Sell
3,250
-5,500
-63% -$159K 0.01% 385
2018
Q2 		$241K Hold
8,750
– – 0.02% 320
2018
Q1 		$236K Sell
8,750
-1,500
-15% -$42.7K 0.02% 317
2017
Q4 		$301K Buy
10,250
+7,575
+283% +$225K 0.03% 300
2017
Q3 		$81.3K Sell
2,675
-75
-3% -$2.36K 0.01% 438
2017
Q2 		$88.7K Hold
2,750
– – 0.01% 399
2017
Q1 		$88.9K Hold
2,750
– – 0.01% 403
2016
Q4 		$94.9K Buy
+2,750
New +$88.5K 0.01% 320
2016
Q2 		$91.6K Sell
2,750
-300
-10% -$9.39K 0.01% 368
2016
Q1 		$93.7K Sell
3,050
-300
-9% -$8.5K 0.01% 333
2015
Q4 		$96.4K Sell
3,350
-44,177
-93% -$1.29M 0.01% 329
2015
Q3 		$1.42M Buy
47,527
+4,905
+12% +$140K 0.3% 86
2015
Q2 		$1.29M Sell
42,622
-9,844
-19% -$300K 0.29% 91
2015
Q1 		$1.59M Buy
52,466
+1,289
+3% +$38.7K 0.26% 99
2014
Q4 		$1.5M Buy
51,177
+3,650
+8% +$108K 0.48% 56
2014
Q3 		$1.42M Buy
47,527
+4,905
+12% +$149K 0.28% 89
2014
Q2 		$1.29M Buy
42,622
+12,375
+41% +$367K 0.51% 46
2014
Q1 		$907K Buy
30,247
+16,057
+113% +$469K 0.53% 51
2013
Q4 		$422K Buy
+14,190
New +$406K 0.39% 54

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's IYZ Position: Q3 2020 in Review

MassMutual Private Wealth & Trust sold out of iShares US Telecommunications ETF (IYZ) in Q3 2020, closing a stake of 950 shares — an estimated $26K sold.

MassMutual Private Wealth & Trust first reported a position in IYZ in Q4 2013 and held it in 26 quarters. The position peaked at $1.59M in Q1 2015. 105 funds tracked by Wall St. Rank hold IYZ as of Q3 2020.

  • MassMutual Private Wealth & Trust reported no remaining iShares US Telecommunications ETF position as of Q3 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 950 iShares US Telecommunications ETF shares in Q3 2020, an estimated $26K.
  • MassMutual Private Wealth & Trust first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 26 quarters.
  • MassMutual Private Wealth & Trust's iShares US Telecommunications ETF position peaked at $1.59M in Q1 2015.
  • 105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2020, filed 13 Nov 2020.