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Strategic Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Strategic Wealth 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
2013
Q3 		– Sell
-66,600
Closed -$1.72M – 31
2013
Q2 		$1.72M Buy
+66,600
New +$1.74M 1.8% 16

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Management's IYZ Position: Q3 2013 in Review

Strategic Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2013, closing a stake of 66,600 shares — an estimated $1.72M sold.

Strategic Wealth Management first reported a position in IYZ in Q2 2013 and held it in 1 quarter. The position peaked at $1.72M in Q2 2013. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Strategic Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2013 after selling out during the quarter.
  • Strategic Wealth Management sold 66,600 iShares US Telecommunications ETF shares in Q3 2013, an estimated $1.72M.
  • Strategic Wealth Management first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Telecommunications ETF position peaked at $1.72M in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Strategic Wealth Management's 13F filing for Q3 2013, filed 30 Oct 2013.