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SFMG Wealth Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

SFMG Wealth Advisors’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
Q4 		– Sell
-712,449
Closed -$23M – 119
2016
Q3 		$23M Buy
712,449
+50,000
+8% +$1.65M 5.04% 8
2016
Q2 		$22.1M Buy
+662,449
New +$20.7M 4.93% 8

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFMG Wealth Advisors's IYZ Position: Q4 2016 in Review

SFMG Wealth Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2016, closing a stake of 712,449 shares — an estimated $23M sold.

SFMG Wealth Advisors first reported a position in IYZ in Q2 2016 and held it in 2 quarters. The position peaked at $23M in Q3 2016. 124 funds tracked by Wall St. Rank hold IYZ as of Q4 2016.

  • SFMG Wealth Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2016 after selling out during the quarter.
  • SFMG Wealth Advisors sold 712,449 iShares US Telecommunications ETF shares in Q4 2016, an estimated $23M.
  • SFMG Wealth Advisors first reported a position in iShares US Telecommunications ETF in Q2 2016 and held it in 2 quarters.
  • SFMG Wealth Advisors's iShares US Telecommunications ETF position peaked at $23M in Q3 2016.
  • 124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2016.

Based on SFMG Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.