North Star Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

North Star Investment Management’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 Q2	–	Sell	-500	Closed	-$15K	–	664
2019 Q1	$15K	Sell	500 -1,450	-74%	-$41.5K	﹤0.01%	762
2018 Q4	$51K	Buy	1,950 +500	+34%	+$14K	0.01%	511
2018 Q3	$43K	Hold	1,450	–	–	﹤0.01%	590
2018 Q2	$40K	Sell	1,450 -890	-38%	-$24.4K	﹤0.01%	606
2018 Q1	$63K	Sell	2,340 -1,570	-40%	-$44.7K	0.01%	514
2017 Q4	$115K	Buy	+3,910	New	+$116K	0.01%	415

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

North Star Investment Management's IYZ Position: Q2 2019 in Review

North Star Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 500 shares — an estimated $15K sold.

North Star Investment Management first reported a position in IYZ in Q4 2017 and held it in 6 quarters. The position peaked at $115K in Q4 2017. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

North Star Investment Management reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
North Star Investment Management sold 500 iShares US Telecommunications ETF shares in Q2 2019, an estimated $15K.
North Star Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 6 quarters.
North Star Investment Management's iShares US Telecommunications ETF position peaked at $115K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on North Star Investment Management's 13F filing for Q2 2019, filed 15 Jul 2019.