Quantitative Advantage’s iShares US Telecommunications ETF IYZ Stock Holding History

Quantitative Advantage’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 Q2	–	Sell	-180,356	Closed	-$4.48M	–	59
2020 Q1	$4.48M	Buy	+180,356	New	+$5.14M	1.37%	22
2017 Q1	–	Sell	-288,556	Closed	-$9.96M	–	50
2016 Q4	$9.96M	Sell	288,556 -6,926	-2%	-$223K	3.04%	8
2016 Q3	$9.52M	Sell	295,482 -16,175	-5%	-$533K	2.89%	10
2016 Q2	$10.4M	Sell	311,657 -7,527	-2%	-$236K	3.07%	8
2016 Q1	$9.81M	Buy	+319,184	New	+$9.04M	2.89%	8

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

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

OPS

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

RJFSA

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

Quantitative Advantage's IYZ Position: Q2 2020 in Review

Quantitative Advantage sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 180,356 shares — an estimated $4.48M sold.

Quantitative Advantage first reported a position in IYZ in Q1 2016 and held it in 5 quarters. The position peaked at $10.4M in Q2 2016. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

Quantitative Advantage reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
Quantitative Advantage sold 180,356 iShares US Telecommunications ETF shares in Q2 2020, an estimated $4.48M.
Quantitative Advantage first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 5 quarters.
Quantitative Advantage's iShares US Telecommunications ETF position peaked at $10.4M in Q2 2016.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on Quantitative Advantage's 13F filing for Q2 2020, filed 6 Aug 2020.