SevenBridge Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

SevenBridge Financial 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 Q1	–	Sell	-35	Closed	-$1K	–	623
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	604
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	592
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	617
2017 Q1	$1K	Sell	35 -8	-19%	-$272	﹤0.01%	606
2016 Q4	$1K	Hold	43	–	–	﹤0.01%	620
2016 Q3	$1K	Hold	43	–	–	﹤0.01%	602
2016 Q2	$1K	Buy	+43	New	+$1.35K	﹤0.01%	720

Other funds holding IYZ

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

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

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

SevenBridge Financial Group's IYZ Position: Q1 2018 in Review

SevenBridge Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 35 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in IYZ in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

SevenBridge Financial Group reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
SevenBridge Financial Group sold 35 iShares US Telecommunications ETF shares in Q1 2018, an estimated $1K.
SevenBridge Financial Group first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 7 quarters.
SevenBridge Financial Group's iShares US Telecommunications ETF position peaked at $1K in Q4 2017.
127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.