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Sun Life Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Sun Life Financial’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
-29,302
Closed -$871K – 619
2018
Q3 		$871K Sell
29,302
-10,679
-27% -$308K 0.16% 97
2018
Q2 		$1.1M Buy
39,981
+38,523
+2,642% +$1.06M 0.16% 82
2018
Q1 		$53.9K Sell
1,458
-68,503
-98% -$1.95M 0.48% 38
2017
Q4 		$2.06M Hold
69,961
– – 0.21% 37
2017
Q3 		$2.13M Sell
69,961
-36,750
-34% -$1.16M 0.21% 38
2017
Q2 		$3.44M Buy
106,711
+100,876
+1,729% +$3.34M 0.37% 25
2017
Q1 		$180K Sell
5,835
-179
-3% -$6.08K 0.4% 29
2016
Q4 		$174K Sell
6,014
-176,843
-97% -$5.69M 1.95% 14
2016
Q3 		$5.89M Buy
182,857
+52,620
+40% +$1.73M 0.73% 20
2016
Q2 		$4.34M Sell
130,237
-12,089
-8% -$378K 0.51% 27
2016
Q1 		$4.37K Buy
142,326
+13,026
+10% +$369K 0.01% 67
2015
Q4 		$3.72M Buy
129,300
+42,191
+48% +$1.23M 0.51% 23
2015
Q3 		$2.35M Hold
87,109
– – 0.5% 25
2015
Q2 		$2.55M Hold
87,109
– – 0.27% 48
2015
Q1 		$2.63M Buy
87,109
+17,354
+25% +$521K 0.27% 49
2014
Q4 		$2.04M Hold
69,755
– – 0.21% 69
2014
Q3 		$2.09M Hold
69,755
– – 0.22% 75
2014
Q2 		$2.12M Sell
69,755
-11,442
-14% -$339K 0.22% 76
2014
Q1 		$2.43M Buy
81,197
+38,807
+92% +$1.13M 0.24% 79
2013
Q4 		$1.26M Buy
+42,390
New +$1.21M 0.11% 94

Other funds holding IYZ

Morgan Stanley
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
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
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
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sun Life Financial's IYZ Position: Q4 2018 in Review

Sun Life Financial sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 29,302 shares — an estimated $871K sold.

Sun Life Financial first reported a position in IYZ in Q4 2013 and held it in 20 quarters. The position peaked at $5.89M in Q3 2016. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

  • Sun Life Financial reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 29,302 iShares US Telecommunications ETF shares in Q4 2018, an estimated $871K.
  • Sun Life Financial first reported a position in iShares US Telecommunications ETF in Q4 2013 and held it in 20 quarters.
  • Sun Life Financial's iShares US Telecommunications ETF position peaked at $5.89M in Q3 2016.
  • 119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

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