Rothschild Capital Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Rothschild Capital Partners’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
2018 Q3	–	Sell	-134,432	Closed	-$3.71M	–	46
2018 Q2	$3.71M	Sell	134,432 -4,014	-3%	-$110K	1.55%	24
2018 Q1	$3.74M	Buy	138,446 +67,937	+96%	+$1.93M	1.47%	25
2017 Q4	$2.07M	Buy	70,509 +13,977	+25%	+$414K	0.81%	35
2017 Q3	$1.72M	Buy	+56,532	New	+$1.78M	0.74%	39

Other funds holding IYZ

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rothschild Capital Partners's IYZ Position: Q3 2018 in Review

Rothschild Capital Partners sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 134,432 shares — an estimated $3.71M sold.

Rothschild Capital Partners first reported a position in IYZ in Q3 2017 and held it in 4 quarters. The position peaked at $3.74M in Q1 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

Rothschild Capital Partners reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
Rothschild Capital Partners sold 134,432 iShares US Telecommunications ETF shares in Q3 2018, an estimated $3.71M.
Rothschild Capital Partners first reported a position in iShares US Telecommunications ETF in Q3 2017 and held it in 4 quarters.
Rothschild Capital Partners's iShares US Telecommunications ETF position peaked at $3.74M in Q1 2018.
126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on Rothschild Capital Partners's 13F filing for Q3 2018, filed 31 Oct 2018.