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Stone Toro Investment Advisers’s iShares US Telecommunications ETF IYZ Stock Holding History

Stone Toro Investment Advisers’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
2014
Q2 		– Sell
-12,600
Closed -$378K – 100
2014
Q1 		$378K Buy
+12,600
New +$368K 0.53% 48

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Stone Toro Investment Advisers's IYZ Position: Q2 2014 in Review

Stone Toro Investment Advisers sold out of iShares US Telecommunications ETF (IYZ) in Q2 2014, closing a stake of 12,600 shares — an estimated $378K sold.

Stone Toro Investment Advisers first reported a position in IYZ in Q1 2014 and held it in 1 quarter. The position peaked at $378K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYZ as of Q2 2014.

  • Stone Toro Investment Advisers reported no remaining iShares US Telecommunications ETF position as of Q2 2014 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 12,600 iShares US Telecommunications ETF shares in Q2 2014, an estimated $378K.
  • Stone Toro Investment Advisers first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 1 quarter.
  • Stone Toro Investment Advisers's iShares US Telecommunications ETF position peaked at $378K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2014.

Based on Stone Toro Investment Advisers's 13F filing for Q2 2014, filed 28 Jul 2014.