Syntal Capital Partners’s iShares US Telecommunications ETF IYZ Stock Holding History

Syntal Capital 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
2019 Q4	–	Sell	-42,140	Closed	-$1.23M	–	156
2019 Q3	$1.23M	Hold	42,140	–	–	0.32%	77
2019 Q2	$1.24M	Buy	+42,140	New	+$1.25M	0.27%	86
2014 Q2	–	Sell	-42,140	Closed	-$1.26K	–	238
2014 Q1	$1.26K	Buy	+42,140	New	+$1.23M	0.74%	21

Other funds holding IYZ

LMIM

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

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

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

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Syntal Capital Partners's IYZ Position: Q4 2019 in Review

Syntal Capital Partners sold out of iShares US Telecommunications ETF (IYZ) in Q4 2019, closing a stake of 42,140 shares — an estimated $1.23M sold.

Syntal Capital Partners first reported a position in IYZ in Q1 2014 and held it in 3 quarters. The position peaked at $1.24M in Q2 2019. 117 funds tracked by Wall St. Rank hold IYZ as of Q4 2019.

Syntal Capital Partners reported no remaining iShares US Telecommunications ETF position as of Q4 2019 after selling out during the quarter.
Syntal Capital Partners sold 42,140 iShares US Telecommunications ETF shares in Q4 2019, an estimated $1.23M.
Syntal Capital Partners first reported a position in iShares US Telecommunications ETF in Q1 2014 and held it in 3 quarters.
Syntal Capital Partners's iShares US Telecommunications ETF position peaked at $1.24M in Q2 2019.
117 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.