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Pinnacle Financial Partners (Tennessee)’s iShares US Telecommunications ETF IYZ Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-6,892
Closed -$202K – 247
2015
Q2 		$202K Hold
6,892
– – 0.06% 218
2015
Q1 		$208K Buy
6,892
+17
+0.2% +$511 0.07% 206
2014
Q4 		$201K Buy
+6,875
New +$203K 0.07% 203

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

Pinnacle Financial Partners (Tennessee)'s IYZ Position: Q3 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares US Telecommunications ETF (IYZ) in Q3 2015, closing a stake of 6,892 shares — an estimated $202K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IYZ in Q4 2014 and held it in 3 quarters. The position peaked at $208K in Q1 2015. 101 funds tracked by Wall St. Rank hold IYZ as of Q3 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Telecommunications ETF position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 6,892 iShares US Telecommunications ETF shares in Q3 2015, an estimated $202K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares US Telecommunications ETF position peaked at $208K in Q1 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2015, filed 6 Nov 2015.