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McKinley Carter Wealth Services’s iShares US Telecommunications ETF IYZ Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-45
Closed -$1K – 277
2018
Q1 		$1K Buy
+45
New +$1.28K ﹤0.01% 434

Other funds holding IYZ

CCM
Cullen Capital Management New York $9.75B AUM 21.81% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

McKinley Carter Wealth Services's IYZ Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 45 shares — an estimated $1K sold.

McKinley Carter Wealth Services first reported a position in IYZ in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 45 iShares US Telecommunications ETF shares in Q2 2018, an estimated $1K.
  • McKinley Carter Wealth Services first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's iShares US Telecommunications ETF position peaked at $1K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.