RCYC
IST

Richard C. Young & Co’s SPDR S&P International Telecommunications Sector IST Stock Holding History

Richard C. Young & Co’s Portfolio IST Stock Details IST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-86,918
Closed -$2.18M – 78
2014
Q4 		$2.18M Buy
+86,918
New +$2.23M 0.46% 57

Other funds holding IST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Richard C. Young & Co's IST Position: Q1 2015 in Review

Richard C. Young & Co sold out of SPDR S&P International Telecommunications Sector (IST) in Q1 2015, closing a stake of 86,918 shares — an estimated $2.18M sold.

Richard C. Young & Co first reported a position in IST in Q4 2014 and held it in 1 quarter. The position peaked at $2.18M in Q4 2014. 14 funds tracked by Wall St. Rank hold IST as of Q1 2015.

  • Richard C. Young & Co reported no remaining SPDR S&P International Telecommunications Sector position as of Q1 2015 after selling out during the quarter.
  • Richard C. Young & Co sold 86,918 SPDR S&P International Telecommunications Sector shares in Q1 2015, an estimated $2.18M.
  • Richard C. Young & Co first reported a position in SPDR S&P International Telecommunications Sector in Q4 2014 and held it in 1 quarter.
  • Richard C. Young & Co's SPDR S&P International Telecommunications Sector position peaked at $2.18M in Q4 2014.
  • 14 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q1 2015.

Based on Richard C. Young & Co's 13F filing for Q1 2015, filed 12 May 2015.