PWM
IYZ icon

Patriot Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Patriot Wealth 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
2018
Q2 		– Sell
-284,452
Closed -$7.69M – 86
2018
Q1 		$7.69M Buy
284,452
+8,738
+3% +$249K 1.09% 30
2017
Q4 		$8.11M Buy
+275,714
New +$8.18M 1.15% 31
2017
Q2 		– Sell
-223,922
Closed -$7.24M – 79
2017
Q1 		$7.24M Buy
223,922
+5,884
+3% +$200K 1.16% 30
2016
Q4 		$7.52M Sell
218,038
-261
-0.1% -$8.4K 1.42% 21
2016
Q3 		$7.03M Sell
218,299
-6,850
-3% -$226K 1.36% 25
2016
Q2 		$7.5M Buy
225,149
+5,062
+2% +$158K 1.48% 20
2016
Q1 		$6.76M Buy
220,087
+3,151
+1% +$89.3K 1.37% 25
2015
Q4 		$6.25M Buy
216,936
+632
+0.3% +$18.4K 1.29% 28
2015
Q3 		$5.84M Buy
216,304
+6,985
+3% +$200K 1.35% 27
2015
Q2 		$6.13M Buy
209,319
+3,116
+2% +$94.9K 1.37% 25
2015
Q1 		$6.23M Buy
206,203
+54,719
+36% +$1.64M 1.39% 22
2014
Q4 		$4.43M Buy
151,484
+2,750
+2% +$81.4K 1.04% 40
2014
Q3 		$4.46M Buy
148,734
+3,858
+3% +$117K 1.1% 36
2014
Q2 		$4.39M Buy
144,876
+82,349
+132% +$2.44M 1.11% 36
2014
Q1 		$1.88M Buy
62,527
+1,146
+2% +$33.5K 0.5% 51
2013
Q4 		$1.82M Sell
61,381
-112,897
-65% -$3.23M 0.5% 52
2013
Q3 		$4.81M Buy
+174,278
New +$4.79M 1.42% 28
2013
Q2 		– Hold
0
– – – 28

Other funds holding IYZ

CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Patriot Wealth Management's IYZ Position: Q2 2018 in Review

Patriot Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 284,452 shares — an estimated $7.69M sold.

Patriot Wealth Management first reported a position in IYZ in Q3 2013 and held it in 17 quarters. The position peaked at $8.11M in Q4 2017. 125 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

  • Patriot Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 284,452 iShares US Telecommunications ETF shares in Q2 2018, an estimated $7.69M.
  • Patriot Wealth Management first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 17 quarters.
  • Patriot Wealth Management's iShares US Telecommunications ETF position peaked at $8.11M in Q4 2017.
  • 125 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.