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ProVise Management Group’s iShares US Telecommunications ETF IYZ Stock Holding History

ProVise Management Group’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
2016
Q1 		– Sell
-10,253
Closed -$295K – 293
2015
Q4 		$295K Buy
+10,253
New +$299K 0.06% 230
2013
Q4 		– Sell
-22,854
Closed -$630K – 302
2013
Q3 		$630K Buy
+22,854
New +$628K 0.18% 156

Other funds holding IYZ

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ProVise Management Group's IYZ Position: Q1 2016 in Review

ProVise Management Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2016, closing a stake of 10,253 shares — an estimated $295K sold.

ProVise Management Group first reported a position in IYZ in Q3 2013 and held it in 2 quarters. The position peaked at $630K in Q3 2013. 112 funds tracked by Wall St. Rank hold IYZ as of Q1 2016.

  • ProVise Management Group reported no remaining iShares US Telecommunications ETF position as of Q1 2016 after selling out during the quarter.
  • ProVise Management Group sold 10,253 iShares US Telecommunications ETF shares in Q1 2016, an estimated $295K.
  • ProVise Management Group first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 2 quarters.
  • ProVise Management Group's iShares US Telecommunications ETF position peaked at $630K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2016.

Based on ProVise Management Group's 13F filing for Q1 2016, filed 11 May 2016.