Pittenger & Anderson Inc’s iShares US Telecommunications ETF IYZ Stock Holding History

Pittenger & Anderson Inc’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
2020 Q4	–	Sell	-35,000	Closed	-$952K	–	383
2020 Q3	$952K	Hold	35,000	–	–	0.06%	148
2020 Q2	$965K	Hold	35,000	–	–	0.07%	154
2020 Q1	$870K	Hold	35,000	–	–	0.07%	155
2019 Q4	$1.05M	Hold	35,000	–	–	0.07%	167
2019 Q3	$1.02M	Hold	35,000	–	–	0.07%	166
2019 Q2	$1.03M	Hold	35,000	–	–	0.08%	164
2019 Q1	$1.04M	Sell	35,000 -500	-1%	-$14.3K	0.08%	164
2018 Q4	$935K	Hold	35,500	–	–	0.09%	161
2018 Q3	$1.06M	Sell	35,500 -200	-0.6%	-$5.77K	0.08%	166
2018 Q2	$984K	Hold	35,700	–	–	0.08%	166
2018 Q1	$965K	Hold	35,700	–	–	0.08%	175
2017 Q4	$1.05M	Hold	35,700	–	–	0.09%	171
2017 Q3	$1.09M	Hold	35,700	–	–	0.1%	163
2017 Q2	$1.15M	Sell	35,700 -160	-0.4%	-$5.3K	0.11%	164
2017 Q1	$1.16M	Sell	35,860 -200	-0.6%	-$6.8K	0.12%	162
2016 Q4	$1.24M	Sell	36,060 -450	-1%	-$14.5K	0.13%	154
2016 Q3	$1.18M	Hold	36,510	–	–	0.13%	158
2016 Q2	$1.22M	Sell	36,510 -1,425	-4%	-$44.6K	0.13%	151
2016 Q1	$1.17M	Sell	37,935 -200	-0.5%	-$5.67K	0.14%	149
2015 Q4	$1.1M	Sell	38,135 -300	-0.8%	-$8.73K	0.14%	154
2015 Q3	$1.04M	Hold	38,435	–	–	0.14%	159
2015 Q2	$1.13M	Sell	38,435 -475	-1%	-$14.5K	0.14%	160
2015 Q1	$1.18M	Sell	38,910 -2,075	-5%	-$62.4K	0.15%	154
2014 Q4	$1.2M	Sell	40,985 -100	-0.2%	-$2.96K	0.16%	138
2014 Q3	$1.23M	Sell	41,085 -150	-0.4%	-$4.56K	0.18%	118
2014 Q2	$1.25M	Sell	41,235 -550	-1%	-$16.3K	0.18%	117
2014 Q1	$1.25M	Sell	41,785 -750	-2%	-$21.9K	0.17%	131
2013 Q4	$1.26M	Sell	42,535 -2,560	-6%	-$73.3K	0.18%	127
2013 Q3	$1.24M	Sell	45,095 -1,725	-4%	-$47.4K	0.2%	126
2013 Q2	$1.21M	Buy	+46,820	New	+$1.22M	0.21%	123

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Pittenger & Anderson Inc's IYZ Position: Q4 2020 in Review

Pittenger & Anderson Inc sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 35,000 shares — an estimated $952K sold.

Pittenger & Anderson Inc first reported a position in IYZ in Q2 2013 and held it in 30 quarters. The position peaked at $1.26M in Q4 2013. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

Pittenger & Anderson Inc reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
Pittenger & Anderson Inc sold 35,000 iShares US Telecommunications ETF shares in Q4 2020, an estimated $952K.
Pittenger & Anderson Inc first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 30 quarters.
Pittenger & Anderson Inc's iShares US Telecommunications ETF position peaked at $1.26M in Q4 2013.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2020, filed 11 Feb 2021.