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

Signature Wealth Management 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 Q4	–	Sell	-235	Closed	-$6K	–	185
2018 Q3	$6K	Hold	235	–	–	﹤0.01%	230
2018 Q2	$6K	Hold	235	–	–	﹤0.01%	231
2018 Q1	$6K	Hold	235	–	–	﹤0.01%	229
2017 Q4	$7K	Buy	+235	New	+$6.97K	0.01%	221

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signature Wealth Management Group's IYZ Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 235 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in IYZ in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 235 iShares US Telecommunications ETF shares in Q4 2018, an estimated $6K.
Signature Wealth Management Group first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares US Telecommunications ETF position peaked at $7K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.