Stratos Wealth Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Stratos Wealth Partners’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	-2,310	Closed	-$69K	–	1669
2018 Q3	$69K	Buy	+2,310	New	+$66.6K	﹤0.01%	1306
2018 Q2	–	Sell	-3,151	Closed	-$85K	–	1792
2018 Q1	$85K	Buy	3,151 +1,511	+92%	+$43K	﹤0.01%	1279
2017 Q4	$48K	Buy	+1,640	New	+$48.6K	﹤0.01%	1529

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

Stratos Wealth Partners's IYZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 2,310 shares — an estimated $69K sold.

Stratos Wealth Partners first reported a position in IYZ in Q4 2017 and held it in 3 quarters. The position peaked at $85K in Q1 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,310 iShares US Telecommunications ETF shares in Q4 2018, an estimated $69K.
Stratos Wealth Partners first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's iShares US Telecommunications ETF position peaked at $85K in Q1 2018.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.