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Samalin Investment Counsel’s iShares US Telecommunications ETF IYZ Stock Holding History

Samalin Investment Counsel’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
Q1 		– Sell
-804
Closed -$24K – 343
2019
Q4 		$24K Buy
+804
New +$23.7K 0.02% 357

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Samalin Investment Counsel's IYZ Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares US Telecommunications ETF (IYZ) in Q1 2020, closing a stake of 804 shares — an estimated $24K sold.

Samalin Investment Counsel first reported a position in IYZ in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 102 funds tracked by Wall St. Rank hold IYZ as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares US Telecommunications ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 804 iShares US Telecommunications ETF shares in Q1 2020, an estimated $24K.
  • Samalin Investment Counsel first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares US Telecommunications ETF position peaked at $24K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.