StrategIQ Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

StrategIQ Financial Group’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 Q4	–	Sell	-8,105	Closed	-$241K	–	187
2018 Q3	$241K	Sell	8,105 -1,181	-13%	-$34.1K	0.08%	169
2018 Q2	$256K	Hold	9,286	–	–	0.09%	150
2018 Q1	$251K	Sell	9,286 -479	-5%	-$13.6K	0.1%	147
2017 Q4	$287K	Buy	9,765 +40	+0.4%	+$1.19K	0.11%	131
2017 Q3	$296K	Buy	9,725 +1,896	+24%	+$59.6K	0.12%	114
2017 Q2	$253K	Buy	+7,829	New	+$259K	0.11%	126

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

StrategIQ Financial Group's IYZ Position: Q4 2018 in Review

StrategIQ Financial Group sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 8,105 shares — an estimated $241K sold.

StrategIQ Financial Group first reported a position in IYZ in Q2 2017 and held it in 6 quarters. The position peaked at $296K in Q3 2017. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

StrategIQ Financial Group reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
StrategIQ Financial Group sold 8,105 iShares US Telecommunications ETF shares in Q4 2018, an estimated $241K.
StrategIQ Financial Group first reported a position in iShares US Telecommunications ETF in Q2 2017 and held it in 6 quarters.
StrategIQ Financial Group's iShares US Telecommunications ETF position peaked at $296K in Q3 2017.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on StrategIQ Financial Group's 13F filing for Q4 2018, filed 6 Feb 2019.