Old Second National Bank of Aurora’s iShares US Telecommunications ETF IYZ Stock Holding History

Old Second National Bank of Aurora’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	-945	Closed	-$33K	–	333
2016 Q4	$33K	Hold	945	–	–	0.01%	205
2016 Q3	$30K	Hold	945	–	–	0.01%	202
2016 Q2	$31K	Hold	945	–	–	0.01%	198
2016 Q1	$29K	Sell	945 -36,083	-97%	-$1.02M	0.01%	202
2015 Q4	$1.07M	Sell	37,028 -4,392	-11%	-$128K	0.52%	66
2015 Q3	$1.12M	Sell	41,420 -399	-1%	-$11.4K	0.56%	66
2015 Q2	$1.23M	Sell	41,819 -2,208	-5%	-$67.3K	0.56%	67
2015 Q1	$1.33M	Sell	44,027 -291	-0.7%	-$8.74K	0.59%	64
2014 Q4	$1.3M	Sell	44,318 -544	-1%	-$16.1K	0.57%	62
2014 Q3	$1.34M	Sell	44,862 -731	-2%	-$22.2K	0.66%	54
2014 Q2	$1.38M	Sell	45,593 -202	-0.4%	-$5.99K	0.68%	50
2014 Q1	$1.37M	Sell	45,795 -47,638	-51%	-$1.39M	0.69%	48
2013 Q4	$2.78M	Sell	93,433 -10,678	-10%	-$306K	1.15%	38
2013 Q3	$2.87M	Buy	104,111 +1,060	+1%	+$29.1K	1.3%	33
2013 Q2	$2.66M	Buy	+103,051	New	+$2.69M	1.22%	35

Other funds holding IYZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Old Second National Bank of Aurora's IYZ Position: Q1 2017 in Review

Old Second National Bank of Aurora sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 945 shares — an estimated $33K sold.

Old Second National Bank of Aurora first reported a position in IYZ in Q2 2013 and held it in 15 quarters. The position peaked at $2.87M in Q3 2013. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

Old Second National Bank of Aurora reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
Old Second National Bank of Aurora sold 945 iShares US Telecommunications ETF shares in Q1 2017, an estimated $33K.
Old Second National Bank of Aurora first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 15 quarters.
Old Second National Bank of Aurora's iShares US Telecommunications ETF position peaked at $2.87M in Q3 2013.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2017, filed 18 Apr 2017.