NEXT Financial Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$5K	Buy	+176	New	+$5.04K	﹤0.01%	1258

Other funds holding IYZ

LMIM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NEXT Financial Holdings's IYZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2019: 176 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

NEXT Financial Holdings held 176 shares of iShares US Telecommunications ETF worth $5K as of Q1 2019.
iShares US Telecommunications ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Telecommunications ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1258 holding.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.