MGIA
IYZ icon

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

Moneta Group 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
Q2 		– Sell
-12
Closed – – 522
2018
Q1 		$0 Buy
+12
New +$341 ﹤0.01% 671

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

Moneta Group Investment Advisors's IYZ Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 12 shares.

Moneta Group Investment Advisors first reported a position in IYZ in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 12 iShares US Telecommunications ETF shares in Q2 2018.
  • Moneta Group Investment Advisors first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Telecommunications ETF position peaked at $0 in Q1 2018.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.