San Francisco Sentry Investment Group’s iShares US Telecommunications ETF IYZ Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-2,115	Closed	-$57K	–	813
2018 Q1	$57K	Hold	2,115	–	–	0.02%	440
2017 Q4	$62K	Hold	2,115	–	–	0.02%	417
2017 Q3	$64K	Hold	2,115	–	–	0.02%	387
2017 Q2	$68K	Buy	+2,115	New	+$70K	0.02%	327
2014 Q4	–	Sell	-1,980	Closed	-$59K	–	303
2014 Q3	$59K	Hold	1,980	–	–	0.03%	277
2014 Q2	$60K	Hold	1,980	–	–	0.03%	296
2014 Q1	$59K	Hold	1,980	–	–	0.02%	335
2013 Q4	$59K	Buy	+1,980	New	+$56.7K	0.02%	308

Other funds holding IYZ

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 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

LMIM

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

San Francisco Sentry Investment Group's IYZ Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares US Telecommunications ETF (IYZ) in Q2 2018, closing a stake of 2,115 shares — an estimated $57K sold.

San Francisco Sentry Investment Group first reported a position in IYZ in Q4 2013 and held it in 8 quarters. The position peaked at $68K in Q2 2017. 126 funds tracked by Wall St. Rank hold IYZ as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining iShares US Telecommunications ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 2,115 iShares US Telecommunications ETF shares in Q2 2018, an estimated $57K.
San Francisco Sentry Investment Group first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 8 quarters.
San Francisco Sentry Investment Group's iShares US Telecommunications ETF position peaked at $68K in Q2 2017.
126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.