Monetary Management Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Monetary Management Group’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 Q4	–	Sell	-5,000	Closed	-$149K	–	304
2018 Q3	$149K	Sell	5,000 -3,500	-41%	-$101K	0.06%	170
2018 Q2	$234K	Sell	8,500 -500	-6%	-$13.7K	0.1%	141
2018 Q1	$243K	Sell	9,000 -1,300	-13%	-$37K	0.1%	137
2017 Q4	$303K	Buy	10,300 +1,800	+21%	+$53.4K	0.12%	129
2017 Q3	$258K	Buy	+8,500	New	+$267K	0.11%	137

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monetary Management Group's IYZ Position: Q4 2018 in Review

Monetary Management Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 5,000 shares — an estimated $149K sold.

Monetary Management Group first reported a position in IYZ in Q3 2017 and held it in 5 quarters. The position peaked at $303K in Q4 2017. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Monetary Management Group reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Monetary Management Group sold 5,000 iShares US Telecommunications ETF shares in Q4 2018, an estimated $149K.
Monetary Management Group first reported a position in iShares US Telecommunications ETF in Q3 2017 and held it in 5 quarters.
Monetary Management Group's iShares US Telecommunications ETF position peaked at $303K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Monetary Management Group's 13F filing for Q4 2018, filed 13 Feb 2019.