SIM
IYZ icon

Sonora Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Sonora Investment Management’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
-54
Closed -$1.59K – 1212
2017
Q4 		$1.59K Buy
+54
New +$1.6K ﹤0.01% 1095

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sonora Investment Management's IYZ Position: Q1 2018 in Review

Sonora Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 54 shares — an estimated $1.59K sold.

Sonora Investment Management first reported a position in IYZ in Q4 2017 and held it in 1 quarter. The position peaked at $1.59K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

  • Sonora Investment Management reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
  • Sonora Investment Management sold 54 iShares US Telecommunications ETF shares in Q1 2018, an estimated $1.59K.
  • Sonora Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 1 quarter.
  • Sonora Investment Management's iShares US Telecommunications ETF position peaked at $1.59K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.