PagnatoKarp Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-57,338	Closed	-$1.43M	–	74
2020 Q1	$1.43M	Buy	57,338 +2,000	+4%	+$57K	0.35%	46
2019 Q4	$1.65M	Hold	55,338	–	–	0.29%	45
2019 Q3	$1.62M	Hold	55,338	–	–	0.32%	46
2019 Q2	$1.63M	Hold	55,338	–	–	0.35%	40
2019 Q1	$1.65M	Sell	55,338 -5,430	-9%	-$155K	0.37%	42
2018 Q4	$1.6M	Buy	+60,768	New	+$1.7M	0.34%	45

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PagnatoKarp Partners's IYZ Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 57,338 shares — an estimated $1.43M sold.

PagnatoKarp Partners first reported a position in IYZ in Q4 2018 and held it in 6 quarters. The position peaked at $1.65M in Q4 2019. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

PagnatoKarp Partners reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 57,338 iShares US Telecommunications ETF shares in Q2 2020, an estimated $1.43M.
PagnatoKarp Partners first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 6 quarters.
PagnatoKarp Partners's iShares US Telecommunications ETF position peaked at $1.65M in Q4 2019.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.