SEI Investments
IYZ icon

SEI Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

SEI Investments’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
2016
Q2 		– Sell
-103
Closed -$3K – 2695
2016
Q1 		$3K Buy
+103
New +$2.92K ﹤0.01% 2333

Other funds holding IYZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments's IYZ Position: Q2 2016 in Review

SEI Investments sold out of iShares US Telecommunications ETF (IYZ) in Q2 2016, closing a stake of 103 shares — an estimated $3K sold.

SEI Investments first reported a position in IYZ in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 136 funds tracked by Wall St. Rank hold IYZ as of Q2 2016.

  • SEI Investments reported no remaining iShares US Telecommunications ETF position as of Q2 2016 after selling out during the quarter.
  • SEI Investments sold 103 iShares US Telecommunications ETF shares in Q2 2016, an estimated $3K.
  • SEI Investments first reported a position in iShares US Telecommunications ETF in Q1 2016 and held it in 1 quarter.
  • SEI Investments's iShares US Telecommunications ETF position peaked at $3K in Q1 2016.
  • 136 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2016.

Based on SEI Investments's 13F filing for Q2 2016, filed 11 Aug 2016.