Psagot Value Holdings’s iShares US Telecommunications ETF IYZ Stock Holding History

Psagot Value Holdings’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 Q3	–	Sell	-27,281	Closed	-$880K	–	322
2017 Q2	$880K	Hold	27,281	–	–	0.04%	145
2017 Q1	$882K	Hold	27,281	–	–	0.04%	151
2016 Q4	$941K	Sell	27,281 -15,007	-35%	-$483K	0.04%	148
2016 Q3	$1.36M	Sell	42,288 -10,700	-20%	-$353K	0.06%	130
2016 Q2	$1.76M	Buy	52,988 +5,700	+12%	+$178K	0.08%	110
2016 Q1	$1.45M	Buy	47,288 +44,588	+1,651%	+$1.26M	0.06%	144
2015 Q4	$78K	Hold	2,700	–	–	﹤0.01%	301
2015 Q3	$73K	Hold	2,700	–	–	﹤0.01%	292
2015 Q2	$79K	Hold	2,700	–	–	﹤0.01%	307
2015 Q1	$82K	Hold	2,700	–	–	﹤0.01%	289
2014 Q4	$79K	Hold	2,700	–	–	﹤0.01%	301
2014 Q3	$81K	Hold	2,700	–	–	﹤0.01%	276
2014 Q2	$82K	Hold	2,700	–	–	﹤0.01%	286
2014 Q1	$81K	Hold	2,700	–	–	﹤0.01%	340
2013 Q4	$80K	Hold	2,700	–	–	﹤0.01%	341
2013 Q3	$74K	Hold	2,700	–	–	﹤0.01%	365
2013 Q2	$70K	Buy	+2,700	New	+$70.6K	﹤0.01%	248

Other funds holding IYZ

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Psagot Value Holdings's IYZ Position: Q3 2017 in Review

Psagot Value Holdings sold out of iShares US Telecommunications ETF (IYZ) in Q3 2017, closing a stake of 27,281 shares — an estimated $880K sold.

Psagot Value Holdings first reported a position in IYZ in Q2 2013 and held it in 17 quarters. The position peaked at $1.76M in Q2 2016. 106 funds tracked by Wall St. Rank hold IYZ as of Q3 2017.

Psagot Value Holdings reported no remaining iShares US Telecommunications ETF position as of Q3 2017 after selling out during the quarter.
Psagot Value Holdings sold 27,281 iShares US Telecommunications ETF shares in Q3 2017, an estimated $880K.
Psagot Value Holdings first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 17 quarters.
Psagot Value Holdings's iShares US Telecommunications ETF position peaked at $1.76M in Q2 2016.
106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2017.

Based on Psagot Value Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.