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Plante Moran Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Plante Moran Financial 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
2017
Q2 		– Sell
-178
Closed -$6K – 870
2017
Q1 		$6K Buy
+178
New +$6.05K ﹤0.01% 679

Other funds holding IYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Plante Moran Financial Advisors's IYZ Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q2 2017, closing a stake of 178 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in IYZ in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 115 funds tracked by Wall St. Rank hold IYZ as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 178 iShares US Telecommunications ETF shares in Q2 2017, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares US Telecommunications ETF position peaked at $6K in Q1 2017.
  • 115 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.