SeaCrest Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-1,345	Closed	-$40K	–	1195
2019 Q1	$40K	Hold	1,345	–	–	0.01%	1017
2018 Q4	$35K	Hold	1,345	–	–	0.01%	1024
2018 Q3	$40K	Sell	1,345 -200	-13%	-$5.77K	0.01%	1091
2018 Q2	$43K	Buy	1,545 +1,500	+3,333%	+$41.2K	0.01%	1049
2018 Q1	$1K	Hold	45	–	–	﹤0.01%	2092
2017 Q4	$1K	Buy	+45	New	+$1.33K	﹤0.01%	2104

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TEE

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

SeaCrest Wealth Management's IYZ Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 1,345 shares — an estimated $40K sold.

SeaCrest Wealth Management first reported a position in IYZ in Q4 2017 and held it in 6 quarters. The position peaked at $43K in Q2 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

SeaCrest Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,345 iShares US Telecommunications ETF shares in Q2 2019, an estimated $40K.
SeaCrest Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's iShares US Telecommunications ETF position peaked at $43K in Q2 2018.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.