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Rational Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Rational 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
2019
Q3 		– Sell
-5,980
Closed -$176K – 580
2019
Q2 		$176K Buy
+5,980
New +$178K 0.06% 238

Other funds holding IYZ

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rational Advisors's IYZ Position: Q3 2019 in Review

Rational Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q3 2019, closing a stake of 5,980 shares — an estimated $176K sold.

Rational Advisors first reported a position in IYZ in Q2 2019 and held it in 1 quarter. The position peaked at $176K in Q2 2019. 112 funds tracked by Wall St. Rank hold IYZ as of Q3 2019.

  • Rational Advisors reported no remaining iShares US Telecommunications ETF position as of Q3 2019 after selling out during the quarter.
  • Rational Advisors sold 5,980 iShares US Telecommunications ETF shares in Q3 2019, an estimated $176K.
  • Rational Advisors first reported a position in iShares US Telecommunications ETF in Q2 2019 and held it in 1 quarter.
  • Rational Advisors's iShares US Telecommunications ETF position peaked at $176K in Q2 2019.
  • 112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2019.

Based on Rational Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.