Mount Yale Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Mount Yale 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 Q3	–	Sell	-8,007	Closed	-$221K	–	968
2018 Q2	$221K	Buy	8,007 +498	+7%	+$13.7K	0.04%	294
2018 Q1	$203K	Buy	+7,509	New	+$214K	0.04%	289

Other funds holding IYZ

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Mount Yale Investment Advisors's IYZ Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 8,007 shares — an estimated $221K sold.

Mount Yale Investment Advisors first reported a position in IYZ in Q1 2018 and held it in 2 quarters. The position peaked at $221K in Q2 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

Mount Yale Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,007 iShares US Telecommunications ETF shares in Q3 2018, an estimated $221K.
Mount Yale Investment Advisors first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 2 quarters.
Mount Yale Investment Advisors's iShares US Telecommunications ETF position peaked at $221K in Q2 2018.
126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.