Quad-Cities Investment Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-140	Closed	-$4K	–	440
2019 Q3	$4K	Hold	140	–	–	﹤0.01%	718
2019 Q2	$4K	Hold	140	–	–	﹤0.01%	712
2019 Q1	$4K	Hold	140	–	–	﹤0.01%	698
2018 Q4	$4K	Hold	140	–	–	﹤0.01%	697
2018 Q3	$4K	Sell	140 -401	-74%	-$11.6K	﹤0.01%	721
2018 Q2	$15K	Buy	+541	New	+$14.9K	0.01%	572

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KCM

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

Quad-Cities Investment Group's IYZ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2019, closing a stake of 140 shares — an estimated $4K sold.

Quad-Cities Investment Group first reported a position in IYZ in Q2 2018 and held it in 6 quarters. The position peaked at $15K in Q2 2018. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares US Telecommunications ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 140 iShares US Telecommunications ETF shares in Q4 2019, an estimated $4K.
Quad-Cities Investment Group first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares US Telecommunications ETF position peaked at $15K in Q2 2018.
117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.