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Trust Company’s iShares US Telecommunications ETF IYZ Stock Holding History

Trust Company’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
2017
Q1 		– Sell
-60
Closed -$2K – 357
2016
Q4 		$2K Sell
60
-209
-78% -$6.73K ﹤0.01% 346
2016
Q3 		$9K Sell
269
-194
-42% -$6.39K ﹤0.01% 307
2016
Q2 		$15K Sell
463
-22
-5% -$688 0.01% 259
2016
Q1 		$15K Sell
485
-79
-14% -$2.24K 0.01% 250
2015
Q4 		$16.2K Buy
564
+4
+0.7% +$116 0.01% 246
2015
Q3 		$15K Sell
560
-37
-6% -$1.06K 0.01% 269
2015
Q2 		$17K Sell
597
-6
-1% -$183 0.01% 259
2015
Q1 		$18K Buy
+603
New +$18.1K 0.01% 211

Other funds holding IYZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Trust Company's IYZ Position: Q1 2017 in Review

Trust Company sold out of iShares US Telecommunications ETF (IYZ) in Q1 2017, closing a stake of 60 shares — an estimated $2K sold.

Trust Company first reported a position in IYZ in Q1 2015 and held it in 8 quarters. The position peaked at $18K in Q1 2015. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

  • Trust Company reported no remaining iShares US Telecommunications ETF position as of Q1 2017 after selling out during the quarter.
  • Trust Company sold 60 iShares US Telecommunications ETF shares in Q1 2017, an estimated $2K.
  • Trust Company first reported a position in iShares US Telecommunications ETF in Q1 2015 and held it in 8 quarters.
  • Trust Company's iShares US Telecommunications ETF position peaked at $18K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

Based on Trust Company's 13F filing for Q1 2017, filed 6 Apr 2017.