Transamerica Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Transamerica Financial Advisors’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 Q1	–	Sell	-66,271	Closed	-$1.75M	–	292
2018 Q4	$1.75M	Buy	+66,271	New	+$1.86M	0.45%	56
2016 Q4	–	Sell	-79	Closed	-$3K	–	452
2016 Q3	$3K	Sell	79 -35,967	-100%	-$1.19M	﹤0.01%	298
2016 Q2	$1.2M	Buy	36,046 +17,114	+90%	+$536K	0.12%	149
2016 Q1	$582K	Buy	+18,932	New	+$536K	0.05%	200
2013 Q4	–	Sell	-40	Closed	-$2K	–	625
2013 Q3	$2K	Buy	+40	New	+$1.1K	﹤0.01%	540

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

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Transamerica Financial Advisors's IYZ Position: Q1 2019 in Review

Transamerica Financial Advisors sold out of iShares US Telecommunications ETF (IYZ) in Q1 2019, closing a stake of 66,271 shares — an estimated $1.75M sold.

Transamerica Financial Advisors first reported a position in IYZ in Q3 2013 and held it in 5 quarters. The position peaked at $1.75M in Q4 2018. 124 funds tracked by Wall St. Rank hold IYZ as of Q1 2019.

Transamerica Financial Advisors reported no remaining iShares US Telecommunications ETF position as of Q1 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 66,271 iShares US Telecommunications ETF shares in Q1 2019, an estimated $1.75M.
Transamerica Financial Advisors first reported a position in iShares US Telecommunications ETF in Q3 2013 and held it in 5 quarters.
Transamerica Financial Advisors's iShares US Telecommunications ETF position peaked at $1.75M in Q4 2018.
124 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2019.

Based on Transamerica Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.