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United Asset Strategies’s iShares US Telecommunications ETF IYZ Stock Holding History

United Asset Strategies’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
2014
Q3 		– Sell
-102,217
Closed -$3.1M – 135
2014
Q2 		$3.1M Buy
+102,217
New +$3.03M 1.5% 21
2014
Q1 		– Sell
-95,185
Closed -$2.83M – 113
2013
Q4 		$2.83M Sell
95,185
-901
-0.9% -$25.8K 1.94% 17
2013
Q3 		$2.65M Buy
96,086
+3,028
+3% +$83.2K 1.68% 18
2013
Q2 		$2.41M Buy
+93,058
New +$2.43M 1.59% 18

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

United Asset Strategies's IYZ Position: Q3 2014 in Review

United Asset Strategies sold out of iShares US Telecommunications ETF (IYZ) in Q3 2014, closing a stake of 102,217 shares — an estimated $3.1M sold.

United Asset Strategies first reported a position in IYZ in Q2 2013 and held it in 4 quarters. The position peaked at $3.1M in Q2 2014. 98 funds tracked by Wall St. Rank hold IYZ as of Q3 2014.

  • United Asset Strategies reported no remaining iShares US Telecommunications ETF position as of Q3 2014 after selling out during the quarter.
  • United Asset Strategies sold 102,217 iShares US Telecommunications ETF shares in Q3 2014, an estimated $3.1M.
  • United Asset Strategies first reported a position in iShares US Telecommunications ETF in Q2 2013 and held it in 4 quarters.
  • United Asset Strategies's iShares US Telecommunications ETF position peaked at $3.1M in Q2 2014.
  • 98 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2014.

Based on United Asset Strategies's 13F filing for Q3 2014, filed 3 Nov 2014.