OWD
IYZ icon

Osborn Williams & Donohoe’s iShares US Telecommunications ETF IYZ Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		– Sell
-16,670
Closed -$498K – 289
2019
Q4 		$498K Sell
16,670
-10,210
-38% -$301K 0.05% 226
2019
Q3 		$785K Hold
26,880
– – 0.08% 186
2019
Q2 		$792K Sell
26,880
-40
-0.1% -$1.19K 0.08% 185
2019
Q1 		$826K Buy
+26,920
New +$771K 0.08% 194

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Osborn Williams & Donohoe's IYZ Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 16,670 shares — an estimated $498K sold.

Osborn Williams & Donohoe first reported a position in IYZ in Q1 2019 and held it in 4 quarters. The position peaked at $826K in Q1 2019. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 16,670 iShares US Telecommunications ETF shares in Q1 2020, an estimated $498K.
  • Osborn Williams & Donohoe first reported a position in iShares US Telecommunications ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares US Telecommunications ETF position peaked at $826K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.