PSI
IYZ icon

Pinnacle Summer Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-49
Closed -$1K – 904
2015
Q3 		$1K Buy
+49
New +$1.4K ﹤0.01% 949
2014
Q4 		– Sell
-354
Closed -$11K – 1052
2014
Q3 		$11K Hold
354
– – ﹤0.01% 802
2014
Q2 		$11K Hold
354
– – ﹤0.01% 754
2014
Q1 		$10K Hold
354
– – ﹤0.01% 711
2013
Q4 		$11K Buy
+354
New +$10.1K ﹤0.01% 715

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Pinnacle Summer Investments's IYZ Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of iShares US Telecommunications ETF (IYZ) in Q4 2015, closing a stake of 49 shares — an estimated $1K sold.

Pinnacle Summer Investments first reported a position in IYZ in Q4 2013 and held it in 5 quarters. The position peaked at $11K in Q3 2014. 110 funds tracked by Wall St. Rank hold IYZ as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining iShares US Telecommunications ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 49 iShares US Telecommunications ETF shares in Q4 2015, an estimated $1K.
  • Pinnacle Summer Investments first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's iShares US Telecommunications ETF position peaked at $11K in Q3 2014.
  • 110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.