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TrustCore Financial Services’s iShares US Telecommunications ETF IYZ Stock Holding History

TrustCore Financial Services’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
2018
Q3 		– Sell
-69
Closed -$2K – 895
2018
Q2 		$2K Hold
69
– – ﹤0.01% 825
2018
Q1 		$2K Buy
+69
New +$1.96K ﹤0.01% 648

Other funds holding IYZ

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LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TrustCore Financial Services's IYZ Position: Q3 2018 in Review

TrustCore Financial Services sold out of iShares US Telecommunications ETF (IYZ) in Q3 2018, closing a stake of 69 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in IYZ in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 126 funds tracked by Wall St. Rank hold IYZ as of Q3 2018.

  • TrustCore Financial Services reported no remaining iShares US Telecommunications ETF position as of Q3 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 69 iShares US Telecommunications ETF shares in Q3 2018, an estimated $2K.
  • TrustCore Financial Services first reported a position in iShares US Telecommunications ETF in Q1 2018 and held it in 2 quarters.
  • TrustCore Financial Services's iShares US Telecommunications ETF position peaked at $2K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.