Steel Grove Capital Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Steel Grove Capital 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
2018 Q1	–	Sell	-18,558	Closed	-$546K	–	315
2017 Q4	$546K	Buy	+18,558	New	+$550K	0.08%	196
2017 Q2	–	Sell	-21,021	Closed	-$680K	–	283
2017 Q1	$680K	Buy	21,021 +3,458	+20%	+$118K	0.12%	138
2016 Q4	$606K	Buy	17,563 +10,428	+146%	+$336K	0.12%	134
2016 Q3	$230K	Buy	+7,135	New	+$235K	0.05%	173
2016 Q1	–	Sell	-87,767	Closed	-$2.53M	–	196
2015 Q4	$2.53M	Buy	+87,767	New	+$2.56M	0.62%	58

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

Steel Grove Capital Advisors's IYZ Position: Q1 2018 in Review

Steel Grove Capital Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2018, closing a stake of 18,558 shares — an estimated $546K sold.

Steel Grove Capital Advisors first reported a position in IYZ in Q4 2015 and held it in 5 quarters. The position peaked at $2.53M in Q4 2015. 127 funds tracked by Wall St. Rank hold IYZ as of Q1 2018.

Steel Grove Capital Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 18,558 iShares US Telecommunications ETF shares in Q1 2018, an estimated $546K.
Steel Grove Capital Advisors first reported a position in iShares US Telecommunications ETF in Q4 2015 and held it in 5 quarters.
Steel Grove Capital Advisors's iShares US Telecommunications ETF position peaked at $2.53M in Q4 2015.
127 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.