TD Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

TD Capital 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
2020 Q2	–	Sell	-207	Closed	-$5K	–	278
2020 Q1	$5K	Buy	207 +2	+1%	+$57	﹤0.01%	184
2019 Q4	$6K	Buy	205 +1	+0.5%	+$29	﹤0.01%	200
2019 Q3	$6K	Buy	204 +1	+0.5%	+$29	﹤0.01%	198
2019 Q2	$6K	Buy	203 +2	+1%	+$59	﹤0.01%	191
2019 Q1	$6K	Buy	201 +1	+0.5%	+$29	﹤0.01%	158
2018 Q4	$5K	Buy	200 +39	+24%	+$1.09K	﹤0.01%	164
2018 Q3	$5K	Buy	161 +1	+0.6%	+$29	﹤0.01%	159
2018 Q2	$4K	Hold	160	–	–	﹤0.01%	150
2018 Q1	$4K	Buy	160 +69	+76%	+$1.96K	﹤0.01%	156
2017 Q4	$3K	Buy	91 +1	+1%	+$30	﹤0.01%	159
2017 Q3	$3K	Buy	90 +1	+1%	+$31	﹤0.01%	215
2017 Q2	$3K	Hold	89	–	–	﹤0.01%	152
2017 Q1	$3K	Buy	+89	New	+$3.02K	﹤0.01%	151

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

KCM

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TD Capital Management's IYZ Position: Q2 2020 in Review

TD Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q2 2020, closing a stake of 207 shares — an estimated $5K sold.

TD Capital Management first reported a position in IYZ in Q1 2017 and held it in 13 quarters. The position peaked at $6K in Q4 2019. 110 funds tracked by Wall St. Rank hold IYZ as of Q2 2020.

TD Capital Management reported no remaining iShares US Telecommunications ETF position as of Q2 2020 after selling out during the quarter.
TD Capital Management sold 207 iShares US Telecommunications ETF shares in Q2 2020, an estimated $5K.
TD Capital Management first reported a position in iShares US Telecommunications ETF in Q1 2017 and held it in 13 quarters.
TD Capital Management's iShares US Telecommunications ETF position peaked at $6K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2020.

Based on TD Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.