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Peachtree Investment Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-2,790
Closed -$82K – 185
2015
Q2 		$82K Buy
2,790
+815
+41% +$24.8K 0.06% 164
2015
Q1 		$60K Buy
1,975
+1,810
+1,097% +$54.4K 0.04% 189
2014
Q4 		$5K Hold
165
– – ﹤0.01% 317
2014
Q3 		$5K Buy
+165
New +$5.02K ﹤0.01% 332

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Peachtree Investment Advisors's IYZ Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 2,790 shares — an estimated $82K sold.

Peachtree Investment Advisors first reported a position in IYZ in Q3 2014 and held it in 4 quarters. The position peaked at $82K in Q2 2015. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,790 iShares US Telecommunications ETF shares in Q3 2015, an estimated $82K.
  • Peachtree Investment Advisors first reported a position in iShares US Telecommunications ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares US Telecommunications ETF position peaked at $82K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.