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IYZ icon

Occidental Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Occidental Asset 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
2017
Q1 		– Sell
-19,610
Closed -$677K – 132
2016
Q4 		$677K Buy
+19,610
New +$631K 0.49% 45

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Occidental Asset Management's IYZ Position: Q1 2017 in Review

Occidental Asset Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 19,610 shares — an estimated $677K sold.

Occidental Asset Management first reported a position in IYZ in Q4 2016 and held it in 1 quarter. The position peaked at $677K in Q4 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Occidental Asset Management reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Occidental Asset Management sold 19,610 iShares US Telecommunications ETF shares in Q1 2017, an estimated $677K.
  • Occidental Asset Management first reported a position in iShares US Telecommunications ETF in Q4 2016 and held it in 1 quarter.
  • Occidental Asset Management's iShares US Telecommunications ETF position peaked at $677K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Occidental Asset Management's 13F filing for Q1 2017, filed 19 Mar 2019.