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MSI Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

MSI Financial 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
2016
Q4 		$91K Buy
2,639
+293
+12% +$9.43K ﹤0.01% 1508
2016
Q3 		$76K Buy
2,346
+287
+14% +$9.46K ﹤0.01% 1579
2016
Q2 		$69K Sell
2,059
-246
-11% -$7.7K ﹤0.01% 1633
2016
Q1 		$71K Buy
2,305
+97
+4% +$2.75K ﹤0.01% 1532
2015
Q4 		$64K Buy
2,208
+1,409
+176% +$41K ﹤0.01% 1560
2015
Q3 		$22K Buy
799
+60
+8% +$1.72K ﹤0.01% 1661
2015
Q2 		$22K Sell
739
-141
-16% -$4.29K ﹤0.01% 1744
2015
Q1 		$27K Sell
880
-17
-2% -$511 ﹤0.01% 1659
2014
Q4 		$26K Sell
897
-1,805
-67% -$53.4K ﹤0.01% 1401
2014
Q3 		$81K Sell
2,702
-257
-9% -$7.82K 0.01% 891
2014
Q2 		$90K Sell
2,959
-953
-24% -$28.3K 0.01% 843
2014
Q1 		$117K Sell
3,912
-666
-15% -$19.4K 0.02% 705
2013
Q4 		$136K Sell
4,578
-495
-10% -$14.2K 0.02% 648
2013
Q3 		$140K Sell
5,073
-189
-4% -$5.19K 0.02% 553
2013
Q2 		$136K Buy
+5,262
New +$138K 0.03% 527

Other funds holding IYZ

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's IYZ Position: Q4 2016 in Review

MSI Financial Services increased its iShares US Telecommunications ETF (IYZ) stake by 12% in Q4 2016, buying an estimated $9.43K and bringing the position to 2,639 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

MSI Financial Services first reported a position in IYZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $140K in Q3 2013. 125 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

  • MSI Financial Services held 2,639 shares of iShares US Telecommunications ETF worth $91K as of Q4 2016.
  • MSI Financial Services bought 293 iShares US Telecommunications ETF shares in Q4 2016, an estimated $9.43K.
  • iShares US Telecommunications ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1508 holding.
  • MSI Financial Services first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares US Telecommunications ETF position peaked at $140K in Q3 2013.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.