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MYCIO Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-15,820
Closed -$473K – 225
2019
Q4 		$473K Buy
15,820
+15,320
+3,064% +$451K 0.03% 202
2019
Q3 		$15K Hold
500
– – ﹤0.01% 422
2019
Q2 		$15K Buy
+500
New +$14.9K ﹤0.01% 377

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

MYCIO Wealth Partners's IYZ Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 15,820 shares — an estimated $473K sold.

MYCIO Wealth Partners first reported a position in IYZ in Q2 2019 and held it in 3 quarters. The position peaked at $473K in Q4 2019. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 15,820 iShares US Telecommunications ETF shares in Q1 2020, an estimated $473K.
  • MYCIO Wealth Partners first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares US Telecommunications ETF position peaked at $473K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.