SMA
IYZ icon

Simply Money Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-490
Closed -$14K – 119
2013
Q3 		$14K Buy
+490
New +$13.5K ﹤0.01% 55

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Simply Money Advisors's IYZ Position: Q4 2013 in Review

Simply Money Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q4 2013, closing a stake of 490 shares — an estimated $14K sold.

Simply Money Advisors first reported a position in IYZ in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 102 funds tracked by Wall St. Rank hold IYZ as of Q4 2013.

  • Simply Money Advisors reported no remaining iShares US Telecommunications ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 490 iShares US Telecommunications ETF shares in Q4 2013, an estimated $14K.
  • Simply Money Advisors first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares US Telecommunications ETF position peaked at $14K in Q3 2013.
  • 102 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.