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

Stillwater 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
2017
Q1 		– Sell
-6,816
Closed -$235K – 77
2016
Q4 		$235K Sell
6,816
-20,841
-75% -$671K 0.06% 70
2016
Q3 		$891K Buy
27,657
+1,014
+4% +$33.4K 0.26% 47
2016
Q2 		$887K Buy
26,643
+474
+2% +$14.8K 0.26% 47
2016
Q1 		$804K Buy
26,169
+1,825
+7% +$51.7K 0.24% 51
2015
Q4 		$701K Buy
24,344
+559
+2% +$16.3K 0.21% 52
2015
Q3 		$642K Sell
23,785
-560
-2% -$16K 0.22% 48
2015
Q2 		$713K Sell
24,345
-710
-3% -$21.6K 0.21% 52
2015
Q1 		$757K Buy
+25,055
New +$753K 0.23% 47
2014
Q2 		– Sell
-11,431
Closed -$343K – 73
2014
Q1 		$343K Buy
11,431
+1,511
+15% +$44.1K 0.12% 57
2013
Q4 		$295K Buy
9,920
+2,086
+27% +$59.7K 0.11% 57
2013
Q3 		$216K Sell
7,834
-3,624
-32% -$99.6K 0.13% 45
2013
Q2 		$296K Buy
+11,458
New +$300K 0.18% 42

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stillwater Capital Advisors's IYZ Position: Q1 2017 in Review

Stillwater Capital Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 6,816 shares — an estimated $235K sold.

Stillwater Capital Advisors first reported a position in IYZ in Q2 2013 and held it in 12 quarters. The position peaked at $891K in Q3 2016. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Stillwater Capital Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Stillwater Capital Advisors sold 6,816 iShares US Telecommunications ETF shares in Q1 2017, an estimated $235K.
  • Stillwater Capital Advisors first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 12 quarters.
  • Stillwater Capital Advisors's iShares US Telecommunications ETF position peaked at $891K in Q3 2016.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Stillwater Capital Advisors's 13F filing for Q1 2017, filed 12 Apr 2017.