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Paradigm Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Paradigm Financial Advisors’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
2014
Q1 		– Sell
-400
Closed -$12K – 272
2013
Q4 		$12K Buy
+400
New +$11.5K 0.01% 207

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Paradigm Financial Advisors's IYZ Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2014, closing a stake of 400 shares — an estimated $12K sold.

Paradigm Financial Advisors first reported a position in IYZ in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 100 funds tracked by Wall St. Rank hold IYZ as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 400 iShares US Telecommunications ETF shares in Q1 2014, an estimated $12K.
  • Paradigm Financial Advisors first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's iShares US Telecommunications ETF position peaked at $12K in Q4 2013.
  • 100 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.