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IYZ icon

Nuveen’s iShares US Telecommunications ETF IYZ Stock Holding History

Nuveen’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
2015
Q2 		– Sell
-29,500
Closed -$891K – 1623
2015
Q1 		$891K Sell
29,500
-1,056
-3% -$31.7K ﹤0.01% 1211
2014
Q4 		$895K Hold
30,556
– – 0.01% 1217
2014
Q3 		$915K Sell
30,556
-144
-0.5% -$4.38K 0.01% 1179
2014
Q2 		$931K Buy
+30,700
New +$910K 0.01% 1208

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Nuveen's IYZ Position: Q2 2015 in Review

Nuveen sold out of iShares US Telecommunications ETF (IYZ) in Q2 2015, closing a stake of 29,500 shares — an estimated $891K sold.

Nuveen first reported a position in IYZ in Q2 2014 and held it in 4 quarters. The position peaked at $931K in Q2 2014. 96 funds tracked by Wall St. Rank hold IYZ as of Q2 2015.

  • Nuveen reported no remaining iShares US Telecommunications ETF position as of Q2 2015 after selling out during the quarter.
  • Nuveen sold 29,500 iShares US Telecommunications ETF shares in Q2 2015, an estimated $891K.
  • Nuveen first reported a position in iShares US Telecommunications ETF in Q2 2014 and held it in 4 quarters.
  • Nuveen's iShares US Telecommunications ETF position peaked at $931K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2015.

Based on Nuveen's 13F filing for Q2 2015, filed 14 Aug 2015.