Tibra Equities Europe’s iShares US Telecommunications ETF IYZ Stock Holding History

Tibra Equities Europe’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 Q4	–	Sell	-62,576	Closed	-$1.7M	–	199
2020 Q3	$1.7M	Buy	+62,576	New	+$1.77M	0.36%	45
2020 Q1	–	Sell	-71,364	Closed	-$2.13M	–	72
2019 Q4	$2.13M	Sell	71,364 -400,342	-85%	-$11.8M	0.3%	60
2019 Q3	$13.8M	Buy	471,706 +211,195	+81%	+$6.2M	1.7%	15
2019 Q2	$7.67M	Buy	260,511 +142,664	+121%	+$4.24M	0.57%	41
2019 Q1	$3.5M	Buy	+117,847	New	+$3.37M	0.35%	57
2018 Q4	–	Sell	-17,536	Closed	-$522K	–	242
2018 Q3	$522K	Sell	17,536 -187,270	-91%	-$5.4M	0.06%	144
2018 Q2	$5.65M	Buy	+204,806	New	+$5.62M	0.85%	38

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPS

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

KCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Tibra Equities Europe's IYZ Position: Q4 2020 in Review

Tibra Equities Europe sold out of iShares US Telecommunications ETF (IYZ) in Q4 2020, closing a stake of 62,576 shares — an estimated $1.7M sold.

Tibra Equities Europe first reported a position in IYZ in Q2 2018 and held it in 7 quarters. The position peaked at $13.8M in Q3 2019. 116 funds tracked by Wall St. Rank hold IYZ as of Q4 2020.

Tibra Equities Europe reported no remaining iShares US Telecommunications ETF position as of Q4 2020 after selling out during the quarter.
Tibra Equities Europe sold 62,576 iShares US Telecommunications ETF shares in Q4 2020, an estimated $1.7M.
Tibra Equities Europe first reported a position in iShares US Telecommunications ETF in Q2 2018 and held it in 7 quarters.
Tibra Equities Europe's iShares US Telecommunications ETF position peaked at $13.8M in Q3 2019.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2020.

Based on Tibra Equities Europe's 13F filing for Q4 2020, filed 12 Feb 2021.